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Marex Group’s Lam Research LRCX Stock Holding History

Marex 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 		$4.2M Sell
9,685
-893
-8% -$271K 0.02% 278
2026
Q1 		$2.26M Buy
10,578
+9,304
+730% +$2.08M 0.01% 308
2025
Q4 		$218K Sell
1,274
-3,902
-75% -$607K ﹤0.01% 821
2025
Q3 		$693K Sell
5,176
-5,870
-53% -$622K ﹤0.01% 424
2025
Q2 		$1.08M Sell
11,046
-945,775
-99% -$75M 0.01% 280
2025
Q1 		$69.6M Buy
956,821
+239,485
+33% +$18.9M 1.33% 21
2024
Q4 		$51.8M Sell
717,336
-285,344
-28% -$21.6M 0.88% 25
2024
Q3 		$81.8M Buy
1,002,680
+480,390
+92% +$41.8M 1.87% 15
2024
Q2 		$55.6M Buy
522,290
+11,290
+2% +$1.08M 1.49% 15
2024
Q1 		$49.6M Buy
+511,000
New +$45M 1.61% 15
2023
Q3 		– Sell
-350,000
Closed -$22.5M – 245
2023
Q2 		$22.5M Buy
+350,000
New +$19.7M 4.06% 4
2023
Q1 		– Sell
-43,900
Closed -$1.85M – 298
2022
Q4 		$1.85M Buy
+43,900
New +$1.84M 0.26% 79

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

Marex Group's LRCX Position: Q2 2026 in Review

Marex Group reduced its Lam Research (LRCX) stake by 8.4% in Q2 2026, selling an estimated $271K and leaving 9,685 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #278.

Marex Group first reported a position in LRCX in Q4 2022 and has held it in 12 quarters since. The position peaked at $81.8M in Q3 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Marex Group held 9,685 shares of Lam Research worth $4.2M as of Q2 2026.
  • Marex Group sold 893 Lam Research shares in Q2 2026, an estimated $271K.
  • Lam Research made up 0.02% of Marex Group's portfolio in Q2 2026, its #278 holding.
  • Marex Group first reported a position in Lam Research in Q4 2022 and has held it in 12 quarters since.
  • Marex Group's Lam Research position peaked at $81.8M in Q3 2024.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.