Kornitzer Capital Management’s Lam Research LRCX Stock Holding History

Kornitzer 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	$513K	Buy	+1,185	New	+$360K	0.01%	498
2022 Q3	–	Sell	-19,250	Closed	-$820K	–	511
2022 Q2	$820K	Buy	19,250 +4,000	+26%	+$190K	0.02%	431
2022 Q1	$820K	Sell	15,250 -3,750	-20%	-$218K	0.01%	441
2021 Q4	$1.37M	Sell	19,000 -3,750	-16%	-$235K	0.02%	411
2021 Q3	$1.29M	Buy	22,750 +4,750	+26%	+$289K	0.02%	418
2021 Q2	$1.17M	Buy	+18,000	New	+$1.14M	0.02%	434
2020 Q2	–	Sell	-408,530	Closed	-$9.8M	–	511
2020 Q1	$9.8M	Sell	408,530 -448,580	-52%	-$12.9M	0.23%	144
2019 Q4	$25.1M	Sell	857,110 -12,230	-1%	-$325K	0.44%	74
2019 Q3	$20.1M	Buy	869,340 +153,990	+22%	+$3.23M	0.37%	89
2019 Q2	$13.4M	Buy	715,350 +649,800	+991%	+$12.3M	0.24%	134
2019 Q1	$1.17M	Buy	+65,550	New	+$1.09M	0.02%	366

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 $3.37T AUM 44.26% 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

Kornitzer Capital Management's LRCX Position: Q2 2026 in Review

Kornitzer Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 1,185 shares worth $513K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Kornitzer Capital Management previously reported a position in LRCX as recently as Q2 2022.

Kornitzer Capital Management first reported a position in LRCX in Q1 2019 and has held it in 11 quarters since. The position peaked at $25.1M in Q4 2019. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Kornitzer Capital Management held 1,185 shares of Lam Research worth $513K as of Q2 2026.
Lam Research was a new Kornitzer Capital Management position in Q2 2026.
Lam Research made up 0.01% of Kornitzer Capital Management's portfolio in Q2 2026, its #498 holding.
Kornitzer Capital Management first reported a position in Lam Research in Q1 2019 and has held it in 11 quarters since.
Kornitzer Capital Management's Lam Research position peaked at $25.1M in Q4 2019.
3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.