Knollwood Investment Advisory’s Lam Research LRCX Stock Holding History

Knollwood Investment Advisory’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	$18.7M	Buy	43,074 +279	+0.7%	+$84.7K	1.66%	15
2026 Q1	$9.14M	Hold	42,795	–	–	0.92%	28
2025 Q4	$7.33M	Buy	42,795 +559	+1%	+$86.9K	0.69%	30
2025 Q3	$5.66M	Buy	42,236 +256	+0.6%	+$27.1K	0.51%	40
2025 Q2	$4.09M	Hold	41,980	–	–	0.39%	56
2025 Q1	$3.05M	Hold	41,980	–	–	0.34%	67
2024 Q4	$3.03M	Hold	41,980	–	–	0.32%	72
2024 Q3	$3.43M	Hold	41,980	–	–	0.37%	69
2024 Q2	$4.47M	Buy	41,980 +2,580	+7%	+$247K	0.5%	45
2024 Q1	$3.83M	Hold	39,400	–	–	0.69%	33
2023 Q4	$3.09M	Buy	39,400 +18,700	+90%	+$1.27M	0.64%	38
2023 Q3	$1.3M	Hold	20,700	–	–	0.61%	47
2023 Q2	$1.33M	Hold	20,700	–	–	0.45%	61
2023 Q1	$1.1M	Hold	20,700	–	–	0.21%	72
2022 Q4	$870K	Buy	+20,700	New	+$866K	0.34%	71

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

Knollwood Investment Advisory's LRCX Position: Q2 2026 in Review

Knollwood Investment Advisory increased its Lam Research (LRCX) stake by 0.65% in Q2 2026, buying an estimated $84.7K and bringing the position to 43,074 shares worth $18.7M. The position accounts for 1.66% of the portfolio, ranked #15.

Knollwood Investment Advisory first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,144 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Knollwood Investment Advisory held 43,074 shares of Lam Research worth $18.7M as of Q2 2026.
Knollwood Investment Advisory bought 279 Lam Research shares in Q2 2026, an estimated $84.7K.
Lam Research made up 1.66% of Knollwood Investment Advisory's portfolio in Q2 2026, its #15 holding.
Knollwood Investment Advisory first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
3,144 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.