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Little House Capital’s Lam Research LRCX Stock Holding History

Little House Capital’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
2025
Q2 		– Sell
-19,199
Closed -$1.4M – 130
2025
Q1 		$1.4M Buy
19,199
+5,324
+38% +$419K 0.38% 63
2024
Q4 		$1M Sell
13,875
-815
-6% -$61.8K 0.29% 68
2024
Q3 		$1.2M Buy
14,690
+1,090
+8% +$94.8K 0.34% 70
2024
Q2 		$1.45M Buy
13,600
+980
+8% +$94K 0.45% 54
2024
Q1 		$1.23M Buy
12,620
+940
+8% +$82.7K 0.41% 61
2023
Q4 		$915K Sell
11,680
-280
-2% -$19.1K 0.33% 79
2023
Q3 		$750K Sell
11,960
-1,980
-14% -$130K 0.31% 81
2023
Q2 		$896K Buy
13,940
+10
+0.1% +$564 0.38% 76
2023
Q1 		$738K Sell
13,930
-3,120
-18% -$153K 0.35% 79
2022
Q4 		$717K Sell
17,050
-3,280
-16% -$137K 0.35% 68
2022
Q3 		$744K Buy
20,330
+970
+5% +$43.2K 0.4% 66
2022
Q2 		$825K Buy
19,360
+3,860
+25% +$184K 0.44% 65
2022
Q1 		$833K Buy
15,500
+4,140
+36% +$241K 0.43% 70
2021
Q4 		$817K Buy
11,360
+850
+8% +$53.3K 0.43% 66
2021
Q3 		$598K Buy
10,510
+10
+0.1% +$608 0.35% 83
2021
Q2 		$683K Buy
10,500
+5,500
+110% +$347K 0.37% 83
2021
Q1 		$298K Sell
5,000
-3,300
-40% -$180K 0.11% 89
2020
Q4 		$391K Buy
8,300
+950
+13% +$40K 0.29% 75
2020
Q3 		$243K Buy
7,350
+380
+5% +$13.1K 0.2% 85
2020
Q2 		$225K Buy
+6,970
New +$190K 0.21% 85

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Little House Capital's LRCX Position: Q2 2025 in Review

Little House Capital sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 19,199 shares — an estimated $1.4M sold.

Little House Capital first reported a position in LRCX in Q2 2020 and held it in 20 quarters. The position peaked at $1.45M in Q2 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Little House Capital reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
  • Little House Capital sold 19,199 Lam Research shares in Q2 2025, an estimated $1.4M.
  • Little House Capital first reported a position in Lam Research in Q2 2020 and held it in 20 quarters.
  • Little House Capital's Lam Research position peaked at $1.45M in Q2 2024.
  • 1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Little House Capital's 13F filing for Q2 2025, filed 8 Jul 2025.