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Landscape Capital Management’s Lam Research LRCX Stock Holding History

Landscape 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 		$5.32M Sell
12,271
-22,701
-65% -$6.89M 0.34% 54
2026
Q1 		$7.47M Buy
34,972
+12,175
+53% +$2.72M 0.47% 38
2025
Q4 		$3.9M Sell
22,797
-15,022
-40% -$2.34M 0.26% 108
2025
Q3 		$5.06M Buy
37,819
+15,360
+68% +$1.63M 0.32% 84
2025
Q2 		$2.19M Sell
22,459
-4,622
-17% -$367K 0.17% 189
2025
Q1 		$1.97M Sell
27,081
-10,761
-28% -$847K 0.18% 188
2024
Q4 		$2.73M Buy
37,842
+12,772
+51% +$969K 0.29% 83
2024
Q3 		$2.05M Buy
25,070
+11,950
+91% +$1.04M 0.21% 151
2024
Q2 		$1.4M Buy
+13,120
New +$1.26M 0.12% 248

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

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

Landscape Capital Management reduced its Lam Research (LRCX) stake by 65% in Q2 2026, selling an estimated $6.89M and leaving 12,271 shares worth $5.32M. The position accounts for 0.34% of the portfolio, ranked #54.

Landscape Capital Management first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.47M in Q1 2026. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Landscape Capital Management held 12,271 shares of Lam Research worth $5.32M as of Q2 2026.
  • Landscape Capital Management sold 22,701 Lam Research shares in Q2 2026, an estimated $6.89M.
  • Lam Research made up 0.34% of Landscape Capital Management's portfolio in Q2 2026, its #54 holding.
  • Landscape Capital Management first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
  • Landscape Capital Management's Lam Research position peaked at $7.47M in Q1 2026.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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