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Leigh Baldwin & Co’s Lam Research LRCX Stock Holding History

Leigh Baldwin & 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 		$607K Sell
1,401
-315
-18% -$95.6K 0.33% 67
2026
Q1 		$367K Sell
1,716
-590
-26% -$132K 0.24% 107
2025
Q4 		$395K Buy
2,306
+6
+0.3% +$933 0.26% 100
2025
Q3 		$308K Hold
2,300
– – 0.17% 136
2025
Q2 		$224K Buy
+2,300
New +$182K 0.15% 170

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 $3.38T AUM 44.17% 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

Leigh Baldwin & Co's LRCX Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $95.6K and leaving 1,401 shares worth $607K. The position accounts for 0.33% of the portfolio, ranked #67.

Leigh Baldwin & Co first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Leigh Baldwin & Co held 1,401 shares of Lam Research worth $607K as of Q2 2026.
  • Leigh Baldwin & Co sold 315 Lam Research shares in Q2 2026, an estimated $95.6K.
  • Lam Research made up 0.33% of Leigh Baldwin & Co's portfolio in Q2 2026, its #67 holding.
  • Leigh Baldwin & Co first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.