KHCM
LRCX icon

Kirtland Hills Capital Management’s Lam Research LRCX Stock Holding History

Kirtland Hills Capital 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 		$5.24M Buy
12,101
+488
+4% +$148K 1.49% 15
2026
Q1 		$3.08M Buy
11,613
+196
+2% +$43.8K 0.98% 29
2025
Q4 		$1.95M Buy
11,417
+48
+0.4% +$7.47K 0.69% 44
2025
Q3 		$1.52M Buy
11,369
+901
+9% +$95.4K 0.6% 52
2025
Q2 		$1.02M Buy
10,468
+1,243
+13% +$98.6K 0.47% 69
2025
Q1 		$588K Buy
9,225
+1,437
+18% +$113K 0.36% 83
2024
Q4 		$563K Buy
7,788
+3,088
+66% +$234K 0.36% 81
2024
Q3 		$384K Buy
4,700
+2,050
+77% +$178K 0.21% 101
2024
Q2 		$282K Buy
2,650
+10
+0.4% +$959 0.24% 103
2024
Q1 		$239K Buy
+2,640
New +$232K 0.21% 106

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

Kirtland Hills Capital Management's LRCX Position: Q2 2026 in Review

Kirtland Hills Capital Management increased its Lam Research (LRCX) stake by 4.2% in Q2 2026, buying an estimated $148K and bringing the position to 12,101 shares worth $5.24M. The position accounts for 1.49% of the portfolio, ranked #15.

Kirtland Hills Capital Management first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kirtland Hills Capital Management held 12,101 shares of Lam Research worth $5.24M as of Q2 2026.
  • Kirtland Hills Capital Management bought 488 Lam Research shares in Q2 2026, an estimated $148K.
  • Lam Research made up 1.49% of Kirtland Hills Capital Management's portfolio in Q2 2026, its #15 holding.
  • Kirtland Hills Capital Management first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.