LJAC
LRCX icon

L.J. Altfest & Co’s Lam Research LRCX Stock Holding History

L.J. Altfest & Co’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 		$813K Buy
1,877
+331
+21% +$100K 0.08% 155
2026
Q1 		$330K Hold
1,546
– – 0.04% 262
2025
Q4 		$265K Sell
1,546
-8
-0.5% -$1.24K 0.03% 295
2025
Q3 		$208K Buy
+1,554
New +$165K 0.02% 321
2024
Q3 		– Sell
-2,020
Closed -$215K – 352
2024
Q2 		$215K Sell
2,020
-610
-23% -$58.5K 0.03% 297
2024
Q1 		$255K Buy
+2,630
New +$231K 0.04% 279
2022
Q1 		– Sell
-15,750
Closed -$1.13M – 277
2021
Q4 		$1.13M Buy
15,750
+230
+1% +$14.4K 0.22% 88
2021
Q3 		$883K Sell
15,520
-13,710
-47% -$834K 0.19% 93
2021
Q2 		$1.9M Buy
29,230
+3,660
+14% +$231K 0.41% 44
2021
Q1 		$1.52M Buy
25,570
+100
+0.4% +$5.45K 0.36% 55
2020
Q4 		$1.2M Buy
25,470
+590
+2% +$24.8K 0.29% 63
2020
Q3 		$825K Buy
24,880
+15,020
+152% +$517K 0.22% 81
2020
Q2 		$319K Buy
9,860
+450
+5% +$12.3K 0.09% 155
2020
Q1 		$226K Buy
+9,410
New +$271K 0.07% 166
2019
Q2 		– Sell
-20,720
Closed -$371K – 197
2019
Q1 		$371K Sell
20,720
-34,920
-63% -$583K 0.09% 122
2018
Q4 		$758K Sell
55,640
-920
-2% -$13.2K 0.21% 68
2018
Q3 		$858K Sell
56,560
-170
-0.3% -$2.9K 0.25% 74
2018
Q2 		$981K Buy
56,730
+10,130
+22% +$195K 0.37% 58
2018
Q1 		$947K Sell
46,600
-28,160
-38% -$558K 0.41% 57
2017
Q4 		$1.38M Buy
74,760
+29,040
+64% +$571K 0.52% 45
2017
Q3 		$846K Sell
45,720
-1,170
-2% -$19K 0.41% 65
2017
Q2 		$663K Buy
+46,890
New +$688K 0.4% 75

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

L.J. Altfest & Co's LRCX Position: Q2 2026 in Review

L.J. Altfest & Co increased its Lam Research (LRCX) stake by 21% in Q2 2026, buying an estimated $100K and bringing the position to 1,877 shares worth $813K. The position accounts for 0.08% of the portfolio, ranked #155.

L.J. Altfest & Co first reported a position in LRCX in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.9M in Q2 2021. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • L.J. Altfest & Co held 1,877 shares of Lam Research worth $813K as of Q2 2026.
  • L.J. Altfest & Co bought 331 Lam Research shares in Q2 2026, an estimated $100K.
  • Lam Research made up 0.08% of L.J. Altfest & Co's portfolio in Q2 2026, its #155 holding.
  • L.J. Altfest & Co first reported a position in Lam Research in Q2 2017 and has held it in 22 quarters since.
  • L.J. Altfest & Co's Lam Research position peaked at $1.9M in Q2 2021.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.