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Kavar Capital Partners Group’s Lam Research LRCX Stock Holding History

Kavar Capital Partners Group’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 		$1.18M Sell
2,714
-43
-2% -$13.1K 0.14% 95
2026
Q1 		$589K Buy
2,757
+18
+0.7% +$4.03K 0.07% 126
2025
Q4 		$469K Sell
2,739
-338
-11% -$52.6K 0.06% 124
2025
Q3 		$412K Sell
3,077
-39
-1% -$4.13K 0.05% 132
2025
Q2 		$303K Hold
3,116
– – 0.04% 152
2025
Q1 		$227K Sell
3,116
-4
-0.1% -$315 0.04% 166
2024
Q4 		$225K Buy
+3,120
New +$237K 0.04% 160
2024
Q3 		– Sell
-2,920
Closed -$311K – 183
2024
Q2 		$311K Buy
+2,920
New +$280K 0.06% 131

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

Kavar Capital Partners Group's LRCX Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its Lam Research (LRCX) stake by 1.6% in Q2 2026, selling an estimated $13.1K and leaving 2,714 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #95.

Kavar Capital Partners Group first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kavar Capital Partners Group held 2,714 shares of Lam Research worth $1.18M as of Q2 2026.
  • Kavar Capital Partners Group sold 43 Lam Research shares in Q2 2026, an estimated $13.1K.
  • Lam Research made up 0.14% of Kavar Capital Partners Group's portfolio in Q2 2026, its #95 holding.
  • Kavar Capital Partners Group first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.