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JT Stratford LLC’s Lam Research LRCX Stock Holding History

JT Stratford LLC’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.2M Sell
5,066
-1,301
-20% -$395K 0.24% 93
2026
Q1 		$1.36M Sell
6,367
-207
-3% -$46.3K 0.17% 130
2025
Q4 		$1.13M Sell
6,574
-1,989
-23% -$309K 0.14% 140
2025
Q3 		$1.15M Sell
8,563
-5,685
-40% -$602K 0.15% 133
2025
Q2 		$1.39M Sell
14,248
-312
-2% -$24.7K 0.21% 111
2025
Q1 		$1.06M Buy
+14,560
New +$1.15M 0.19% 137
2024
Q3 		– Sell
-17,700
Closed -$1.88M – 303
2024
Q2 		$1.88M Buy
17,700
+2,630
+17% +$252K 0.35% 64
2024
Q1 		$1.46M Sell
15,070
-820
-5% -$72.1K 0.29% 95
2023
Q4 		$1.24M Buy
15,890
+1,230
+8% +$83.8K 0.28% 91
2023
Q3 		$919K Buy
14,660
+4,550
+45% +$299K 0.24% 110
2023
Q2 		$650K Sell
10,110
-1,340
-12% -$75.5K 0.18% 133
2023
Q1 		$607K Buy
11,450
+1,840
+19% +$90.3K 0.17% 127
2022
Q4 		$404K Buy
9,610
+2,440
+34% +$102K 0.13% 150
2022
Q3 		$262K Sell
7,170
-1,430
-17% -$63.7K 0.09% 168
2022
Q2 		$366K Sell
8,600
-110
-1% -$5.24K 0.12% 153
2022
Q1 		$468K Sell
8,710
-410
-4% -$23.9K 0.14% 130
2021
Q4 		$656K Buy
9,120
+3,040
+50% +$191K 0.18% 111
2021
Q3 		$346K Buy
6,080
+690
+13% +$42K 0.11% 159
2021
Q2 		$351K Buy
5,390
+1,760
+48% +$111K 0.11% 157
2021
Q1 		$216K Sell
3,630
-960
-21% -$52.3K 0.08% 186
2020
Q4 		$217K Buy
+4,590
New +$193K 0.08% 169
2020
Q1 		– Sell
-7,170
Closed -$210K – 128
2019
Q4 		$210K Sell
7,170
-2,150
-23% -$57.1K 0.1% 139
2019
Q3 		$215K Buy
+9,320
New +$196K 0.12% 144

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JT Stratford LLC's LRCX Position: Q2 2026 in Review

JT Stratford LLC reduced its Lam Research (LRCX) stake by 20% in Q2 2026, selling an estimated $395K and leaving 5,066 shares worth $2.2M. The position accounts for 0.24% of the portfolio, ranked #93.

JT Stratford LLC first reported a position in LRCX in Q3 2019 and has held it in 23 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • JT Stratford LLC held 5,066 shares of Lam Research worth $2.2M as of Q2 2026.
  • JT Stratford LLC sold 1,301 Lam Research shares in Q2 2026, an estimated $395K.
  • Lam Research made up 0.24% of JT Stratford LLC's portfolio in Q2 2026, its #93 holding.
  • JT Stratford LLC first reported a position in Lam Research in Q3 2019 and has held it in 23 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.