Lathrop Investment Management’s Lam Research LRCX Stock Holding History

Lathrop Investment 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	$4.48M	Hold	10,338	–	–	0.79%	39
2026 Q1	$2.21M	Sell	10,338 -6,402	-38%	-$1.43M	0.41%	42
2025 Q4	$2.87M	Hold	16,740	–	–	0.52%	42
2025 Q3	$2.24M	Hold	16,740	–	–	0.41%	42
2025 Q2	$1.63M	Sell	16,740 -32,611	-66%	-$2.59M	0.31%	44
2025 Q1	$3.59M	Sell	49,351 -4,879	-9%	-$384K	0.71%	39
2024 Q4	$3.92M	Sell	54,230 -5,170	-9%	-$392K	0.75%	39
2024 Q3	$4.85M	Sell	59,400 -1,730	-3%	-$150K	0.9%	38
2024 Q2	$6.51M	Hold	61,130	–	–	1.27%	32
2024 Q1	$5.94M	Hold	61,130	–	–	1.15%	32
2023 Q4	$4.79M	Sell	61,130 -22,220	-27%	-$1.51M	0.98%	33
2023 Q3	$5.22M	Hold	83,350	–	–	1.13%	33
2023 Q2	$5.36M	Sell	83,350 -25,050	-23%	-$1.41M	1.09%	34
2023 Q1	$5.75M	Sell	108,400 -530	-0.5%	-$26K	1.22%	32
2022 Q4	$4.58M	Buy	+108,930	New	+$4.56M	1.01%	33

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

Lathrop Investment Management's LRCX Position: Q2 2026 in Review

Lathrop Investment Management held its Lam Research (LRCX) position steady in Q2 2026 at 10,338 shares worth $4.48M. The position accounts for 0.79% of the portfolio, ranked #39.

Lathrop Investment Management first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.51M in Q2 2024. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Lathrop Investment Management held 10,338 shares of Lam Research worth $4.48M as of Q2 2026.
Lathrop Investment Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.79% of Lathrop Investment Management's portfolio in Q2 2026, its #39 holding.
Lathrop Investment Management first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
Lathrop Investment Management's Lam Research position peaked at $6.51M in Q2 2024.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.