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Lebenthal Global Advisors’s Lam Research LRCX Stock Holding History

Lebenthal Global Advisors’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 		$1.83M Buy
4,229
+47
+1% +$14.3K 0.25% 71
2026
Q1 		$894K Buy
4,182
+2,317
+124% +$518K 0.13% 121
2025
Q4 		$319K Buy
+1,865
New +$290K 0.05% 168
2023
Q1 		– Sell
-5,680
Closed -$239K – 125
2022
Q4 		$239K Buy
5,680
+160
+3% +$6.69K 0.08% 119
2022
Q3 		$202K Sell
5,520
-150
-3% -$6.68K 0.09% 110
2022
Q2 		$241K Buy
5,670
+70
+1% +$3.33K 0.12% 115
2022
Q1 		$301K Sell
5,600
-730
-12% -$42.5K 0.13% 115
2021
Q4 		$455K Buy
+6,330
New +$397K 0.18% 87
2021
Q1 		– Sell
-2,860
Closed -$135K – 363
2020
Q4 		$135K Buy
+2,860
New +$120K 0.1% 133

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

Lebenthal Global Advisors's LRCX Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Lam Research (LRCX) stake by 1.1% in Q2 2026, buying an estimated $14.3K and bringing the position to 4,229 shares worth $1.83M. The position accounts for 0.25% of the portfolio, ranked #71.

Lebenthal Global Advisors first reported a position in LRCX in Q4 2020 and has held it in 9 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Lebenthal Global Advisors held 4,229 shares of Lam Research worth $1.83M as of Q2 2026.
  • Lebenthal Global Advisors bought 47 Lam Research shares in Q2 2026, an estimated $14.3K.
  • Lam Research made up 0.25% of Lebenthal Global Advisors's portfolio in Q2 2026, its #71 holding.
  • Lebenthal Global Advisors first reported a position in Lam Research in Q4 2020 and has held it in 9 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.