KDT Advisors’s Lam Research LRCX Stock Holding History

KDT Advisors’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	$542K	Hold	1,250	–	–	0.75%	42
2026 Q1	$267K	Hold	1,250	–	–	0.43%	62
2025 Q4	$214K	Buy	+1,250	New	+$194K	0.3%	69
2025 Q1	–	Sell	-3,310	Closed	-$239K	–	76
2024 Q4	$239K	Buy	+3,310	New	+$251K	0.35%	68

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KDT Advisors's LRCX Position: Q2 2026 in Review

KDT Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 1,250 shares worth $542K. The position accounts for 0.75% of the portfolio, ranked #42.

KDT Advisors first reported a position in LRCX in Q4 2024 and has held it in 4 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

KDT Advisors held 1,250 shares of Lam Research worth $542K as of Q2 2026.
KDT Advisors left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.75% of KDT Advisors's portfolio in Q2 2026, its #42 holding.
KDT Advisors first reported a position in Lam Research in Q4 2024 and has held it in 4 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on KDT Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.