LP
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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 		$66.1M Buy
152,600
+59,900
+65% +$18.2M 0.25% 79
2026
Q1 		$19.8M Buy
92,700
+85,600
+1,206% +$19.1M 0.04% 217
2025
Q4 		$1.22M Hold
7,100
– – ﹤0.01% 934
2025
Q3 		$951K Sell
7,100
-16,400
-70% -$1.74M ﹤0.01% 949
2025
Q2 		$2.29M Buy
+23,500
New +$1.86M 0.02% 616
2025
Q1 		– Sell
-22,000
Closed -$1.59M – 1530
2024
Q4 		$1.59M Hold
22,000
– – 0.01% 658
2024
Q3 		$1.8M Hold
22,000
– – 0.01% 631
2024
Q2 		$2.34M Hold
22,000
– – 0.02% 512
2024
Q1 		$2.14M Hold
22,000
– – 0.02% 533
2023
Q4 		$1.72M Buy
+22,000
New +$1.5M 0.02% 495

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. 3,137 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.
  • 3,137 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.