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LMR Partners’s Lam Research LRCX Stock Holding History

LMR Partners’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 		$3.55M Buy
+8,200
New +$2.49M 0.01% 756
2026
Q1 		– Sell
-7,100
Closed -$1.22M – 1700
2025
Q4 		$1.22M Hold
7,100
– – ﹤0.01% 933
2025
Q3 		$951K Sell
7,100
-20,200
-74% -$2.14M ﹤0.01% 948
2025
Q2 		$2.66M Buy
+27,300
New +$2.17M 0.02% 588
2025
Q1 		– Sell
-16,000
Closed -$1.16M – 1529
2024
Q4 		$1.16M Hold
16,000
– – 0.01% 711
2024
Q3 		$1.31M Hold
16,000
– – 0.01% 697
2024
Q2 		$1.7M Hold
16,000
– – 0.01% 574
2024
Q1 		$1.55M Hold
16,000
– – 0.02% 602
2023
Q4 		$1.25M Buy
+16,000
New +$1.09M 0.01% 539

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

LMR Partners's LRCX Position: Q2 2026 in Review

LMR Partners reduced its Lam Research (LRCX) stake by 11% in Q2 2026, selling an estimated $2.99M and leaving 82,869 shares worth $35.9M. The position accounts for 0.13% of the portfolio, ranked #156.

LMR Partners first reported a position in LRCX in Q4 2014 and has held it in 32 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • LMR Partners held 82,869 shares of Lam Research worth $35.9M as of Q2 2026.
  • LMR Partners sold 9,837 Lam Research shares in Q2 2026, an estimated $2.99M.
  • Lam Research made up 0.13% of LMR Partners's portfolio in Q2 2026, its #156 holding.
  • LMR Partners first reported a position in Lam Research in Q4 2014 and has held it in 32 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.