LAM
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LECAP Asset Management’s Lam Research LRCX Stock Holding History

LECAP Asset 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 		$426K Buy
+984
New +$299K 0.18% 200
2025
Q1 		– Sell
-50,124
Closed -$3.62M – 352
2024
Q4 		$3.62M Sell
50,124
-896
-2% -$68K 0.98% 6
2024
Q3 		$4.16M Buy
51,020
+25,220
+98% +$2.19M 0.9% 10
2024
Q2 		$2.75M Buy
+25,800
New +$2.47M 0.59% 48
2024
Q1 		– Sell
-15,160
Closed -$1.19M – 349
2023
Q4 		$1.19M Buy
+15,160
New +$1.03M 0.43% 82

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

LECAP Asset Management's LRCX Position: Q2 2026 in Review

LECAP Asset Management opened a new position in Lam Research (LRCX) in Q2 2026: 984 shares worth $426K. The stake represents 0.18% of the portfolio and ranks #200 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in LRCX as recently as Q4 2024.

LECAP Asset Management first reported a position in LRCX in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.16M in Q3 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • LECAP Asset Management held 984 shares of Lam Research worth $426K as of Q2 2026.
  • Lam Research was a new LECAP Asset Management position in Q2 2026.
  • Lam Research made up 0.18% of LECAP Asset Management's portfolio in Q2 2026, its #200 holding.
  • LECAP Asset Management first reported a position in Lam Research in Q4 2023 and has held it in 5 quarters since.
  • LECAP Asset Management's Lam Research position peaked at $4.16M in Q3 2024.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.