Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Lam Research LRCX Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$18.3M Buy
42,247
+12,146
+40% +$3.69M 0.06% 187
2026
Q1 		$6.43M Buy
30,101
+2,956
+11% +$661K 0.02% 248
2025
Q4 		$4.65M Buy
27,145
+9,737
+56% +$1.51M 0.01% 265
2025
Q3 		$2.33M Sell
17,408
-333
-2% -$35.3K 0.01% 319
2025
Q2 		$1.73M Buy
17,741
+1,116
+7% +$88.5K ﹤0.01% 336
2025
Q1 		$1.21M Buy
16,625
+12,612
+314% +$993K ﹤0.01% 369
2024
Q4 		$290K Buy
4,013
+2,543
+173% +$193K ﹤0.01% 433
2024
Q3 		$120K Hold
1,470
– – ﹤0.01% 485
2024
Q2 		$157K Buy
1,470
+20
+1% +$1.92K ﹤0.01% 473
2024
Q1 		$141K Buy
1,450
+40
+3% +$3.52K ﹤0.01% 480
2023
Q4 		$110K Buy
1,410
+60
+4% +$4.09K ﹤0.01% 475
2023
Q3 		$84.6K Buy
1,350
+500
+59% +$32.8K ﹤0.01% 478
2023
Q2 		$54.6K Buy
850
+290
+52% +$16.3K ﹤0.01% 492
2023
Q1 		$29.7K Hold
560
– – ﹤0.01% 520
2022
Q4 		$23.5K Hold
560
– – ﹤0.01% 550
2022
Q3 		$20K Hold
560
– – ﹤0.01% 533
2022
Q2 		$24K Hold
560
– – ﹤0.01% 510
2022
Q1 		$30K Buy
560
+410
+273% +$23.9K ﹤0.01% 487
2021
Q4 		$11K Sell
150
-970
-87% -$60.8K ﹤0.01% 536
2021
Q3 		$64K Hold
1,120
– – ﹤0.01% 454
2021
Q2 		$73K Hold
1,120
– – ﹤0.01% 452
2021
Q1 		$67K Hold
1,120
– – ﹤0.01% 445
2020
Q4 		$53K Hold
1,120
– – ﹤0.01% 438
2020
Q3 		$37K Sell
1,120
-360
-24% -$12.4K ﹤0.01% 428
2020
Q2 		$48K Sell
1,480
-50
-3% -$1.36K ﹤0.01% 399
2020
Q1 		$37K Buy
1,530
+1,000
+189% +$28.8K ﹤0.01% 404
2019
Q4 		$15K Buy
530
+120
+29% +$3.19K ﹤0.01% 413
2019
Q3 		$9K Buy
410
+50
+14% +$1.05K ﹤0.01% 407
2019
Q2 		$7K Buy
+360
New +$6.83K ﹤0.01% 417

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

Kayne Anderson Rudnick Investment Management's LRCX Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Lam Research (LRCX) stake by 40% in Q2 2026, buying an estimated $3.69M and bringing the position to 42,247 shares worth $18.3M. The position accounts for 0.06% of the portfolio, ranked #187.

Kayne Anderson Rudnick Investment Management first reported a position in LRCX in Q2 2019 and has held it in 29 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 42,247 shares of Lam Research worth $18.3M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 12,146 Lam Research shares in Q2 2026, an estimated $3.69M.
  • Lam Research made up 0.06% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #187 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Lam Research in Q2 2019 and has held it in 29 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.