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Mayport LLC’s Lam Research LRCX Stock Holding History

Mayport LLC’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 		$1.24M Sell
2,871
-172
-6% -$52.2K 0.19% 45
2026
Q1 		$650K Buy
3,043
+2
+0.1% +$447 0.12% 62
2025
Q4 		$521K Buy
3,041
+37
+1% +$5.75K 0.1% 61
2025
Q3 		$402K Sell
3,004
-147
-5% -$15.6K 0.09% 66
2025
Q2 		$307K Buy
3,151
+11
+0.4% +$872 0.07% 77
2025
Q1 		$228K Buy
+3,140
New +$247K 0.06% 83
2023
Q4 		– Sell
-3,470
Closed -$217K – 79
2023
Q3 		$217K Hold
3,470
– – 0.12% 63
2023
Q2 		$223K Buy
+3,470
New +$196K 0.13% 63
2022
Q1 		– Sell
-3,720
Closed -$268K – 64
2021
Q4 		$268K Buy
+3,720
New +$233K 0.2% 49

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

Mayport LLC's LRCX Position: Q2 2026 in Review

Mayport LLC reduced its Lam Research (LRCX) stake by 5.7% in Q2 2026, selling an estimated $52.2K and leaving 2,871 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #45.

Mayport LLC first reported a position in LRCX in Q4 2021 and has held it in 9 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mayport LLC held 2,871 shares of Lam Research worth $1.24M as of Q2 2026.
  • Mayport LLC sold 172 Lam Research shares in Q2 2026, an estimated $52.2K.
  • Lam Research made up 0.19% of Mayport LLC's portfolio in Q2 2026, its #45 holding.
  • Mayport LLC first reported a position in Lam Research in Q4 2021 and has held it in 9 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mayport LLC's 13F filing for Q2 2026, filed 7 Aug 2026.