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Kickstand Ventures’s Lam Research LRCX Stock Holding History

Kickstand Ventures’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 		$204K Sell
471
-1,186
-72% -$360K 0.04% 148
2026
Q1 		$354K Buy
1,657
+85
+5% +$19K 0.07% 98
2025
Q4 		$269K Buy
+1,572
New +$244K 0.06% 103

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

Kickstand Ventures's LRCX Position: Q2 2026 in Review

Kickstand Ventures reduced its Lam Research (LRCX) stake by 72% in Q2 2026, selling an estimated $360K and leaving 471 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #148.

Kickstand Ventures first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $354K in Q1 2026. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kickstand Ventures held 471 shares of Lam Research worth $204K as of Q2 2026.
  • Kickstand Ventures sold 1,186 Lam Research shares in Q2 2026, an estimated $360K.
  • Lam Research made up 0.04% of Kickstand Ventures's portfolio in Q2 2026, its #148 holding.
  • Kickstand Ventures first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • Kickstand Ventures's Lam Research position peaked at $354K in Q1 2026.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.