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McAdam LLC’s Lam Research LRCX Stock Holding History

McAdam 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 		$1.83M Sell
4,232
-402
-9% -$122K 0.07% 109
2026
Q1 		$990K Buy
4,634
+1,214
+35% +$271K 0.04% 158
2025
Q4 		$585K Buy
3,420
+501
+17% +$77.9K 0.03% 206
2025
Q3 		$391K Sell
2,919
-204
-7% -$21.6K 0.02% 249
2025
Q2 		$304K Buy
+3,123
New +$248K 0.02% 282
2018
Q4 		– Sell
-350
Closed -$5K – 381
2018
Q3 		$5K Hold
350
– – ﹤0.01% 414
2018
Q2 		$6K Hold
350
– – ﹤0.01% 383
2018
Q1 		$7K Buy
+350
New +$6.93K ﹤0.01% 368

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 $3.38T AUM 44.17% 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

McAdam LLC's LRCX Position: Q2 2026 in Review

McAdam LLC reduced its Lam Research (LRCX) stake by 8.7% in Q2 2026, selling an estimated $122K and leaving 4,232 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #109.

McAdam LLC first reported a position in LRCX in Q1 2018 and has held it in 8 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • McAdam LLC held 4,232 shares of Lam Research worth $1.83M as of Q2 2026.
  • McAdam LLC sold 402 Lam Research shares in Q2 2026, an estimated $122K.
  • Lam Research made up 0.07% of McAdam LLC's portfolio in Q2 2026, its #109 holding.
  • McAdam LLC first reported a position in Lam Research in Q1 2018 and has held it in 8 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.