Logan Capital Management’s Lam Research LRCX Stock Holding History

Logan Capital 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	+982	New	+$298K	0.02%	257
2025 Q4	–	Sell	-1,021	Closed	-$137K	–	398
2025 Q3	$137K	Hold	1,021	–	–	0.01%	281
2025 Q2	$99.4K	Hold	1,021	–	–	﹤0.01%	288
2025 Q1	$74.2K	Buy	+1,021	New	+$80.4K	﹤0.01%	321
2024 Q4	–	Sell	-2,350	Closed	-$192K	–	554
2024 Q3	$192K	Hold	2,350	–	–	0.01%	290
2024 Q2	$250K	Hold	2,350	–	–	0.01%	275
2024 Q1	$228K	Sell	2,350 -30	-1%	-$2.64K	0.01%	278
2023 Q4	$186K	Sell	2,380 -30	-1%	-$2.04K	0.01%	293
2023 Q3	$151K	Hold	2,410	–	–	0.01%	296
2023 Q2	$155K	Hold	2,410	–	–	0.01%	288
2023 Q1	$128K	Hold	2,410	–	–	0.01%	308
2022 Q4	$101K	Hold	2,410	–	–	0.01%	316
2022 Q3	$88K	Hold	2,410	–	–	0.01%	309
2022 Q2	$103K	Hold	2,410	–	–	0.01%	309
2022 Q1	$130K	Buy	2,410 +60	+3%	+$3.49K	0.01%	303
2021 Q4	$169K	Hold	2,350	–	–	0.01%	299
2021 Q3	$134K	Hold	2,350	–	–	0.01%	306
2021 Q2	$153K	Hold	2,350	–	–	0.01%	298
2021 Q1	$140K	Buy	+2,350	New	+$128K	0.01%	296

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Logan Capital Management's LRCX Position: Q2 2026 in Review

Logan Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 982 shares worth $426K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in LRCX as recently as Q3 2025.

Logan Capital Management first reported a position in LRCX in Q1 2021 and has held it in 19 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Logan Capital Management held 982 shares of Lam Research worth $426K as of Q2 2026.
Lam Research was a new Logan Capital Management position in Q2 2026.
Lam Research made up 0.02% of Logan Capital Management's portfolio in Q2 2026, its #257 holding.
Logan Capital Management first reported a position in Lam Research in Q1 2021 and has held it in 19 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.