Mach-1 Financial Group’s Lam Research LRCX Stock Holding History

Mach-1 Financial Group’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	$1.14M	Sell	2,630 -505	-16%	-$153K	0.44%	32
2026 Q1	$670K	Sell	3,135 -5,229	-63%	-$1.17M	0.24%	57
2025 Q4	$1.43M	Buy	+8,364	New	+$1.3M	0.29%	65
2025 Q3	–	Sell	-22,267	Closed	-$2.17M	–	345
2025 Q2	$2.17M	Buy	22,267 +3,081	+16%	+$244K	0.63%	38
2025 Q1	$1.39M	Buy	+19,186	New	+$1.51M	0.42%	66
2023 Q1	–	Sell	-18,710	Closed	-$786K	–	309
2022 Q4	$786K	Buy	18,710 +18,100	+2,967%	+$757K	0.26%	78
2022 Q3	$22K	Sell	610 -190	-24%	-$8.46K	0.02%	157
2022 Q2	$34K	Buy	+800	New	+$38.1K	0.02%	145

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

Mach-1 Financial Group's LRCX Position: Q2 2026 in Review

Mach-1 Financial Group reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $153K and leaving 2,630 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #32.

Mach-1 Financial Group first reported a position in LRCX in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.17M in Q2 2025. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Mach-1 Financial Group held 2,630 shares of Lam Research worth $1.14M as of Q2 2026.
Mach-1 Financial Group sold 505 Lam Research shares in Q2 2026, an estimated $153K.
Lam Research made up 0.44% of Mach-1 Financial Group's portfolio in Q2 2026, its #32 holding.
Mach-1 Financial Group first reported a position in Lam Research in Q2 2022 and has held it in 8 quarters since.
Mach-1 Financial Group's Lam Research position peaked at $2.17M in Q2 2025.
3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.