McDonald Partners’s Lam Research LRCX Stock Holding History

McDonald Partners’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	$4.16M	Hold	9,600	–	–	1.01%	22
2026 Q1	$2.05M	Sell	9,600 -300	-3%	-$67.1K	0.48%	57
2025 Q4	$1.69M	Sell	9,900 -55	-0.6%	-$8.55K	0.53%	56
2025 Q3	$1.33M	Hold	9,955	–	–	0.4%	70
2025 Q2	$969K	Sell	9,955 -150	-1%	-$11.9K	0.23%	116
2025 Q1	$735K	Buy	10,105 +2,125	+27%	+$167K	0.19%	134
2024 Q4	$576K	Buy	7,980 +600	+8%	+$45.5K	0.15%	153
2024 Q3	$602K	Sell	7,380 -250	-3%	-$21.7K	0.15%	152
2024 Q2	$812K	Hold	7,630	–	–	0.22%	121
2024 Q1	$741K	Hold	7,630	–	–	0.2%	125
2023 Q4	$598K	Hold	7,630	–	–	0.18%	145
2023 Q3	$478K	Hold	7,630	–	–	0.16%	152
2023 Q2	$491K	Hold	7,630	–	–	0.15%	157
2023 Q1	$404K	Sell	7,630 -120	-2%	-$5.89K	0.13%	163
2022 Q4	$326K	Hold	7,750	–	–	0.11%	179
2022 Q3	$284K	Hold	7,750	–	–	0.11%	181
2022 Q2	$330K	Hold	7,750	–	–	0.08%	223
2022 Q1	$417K	Buy	+7,750	New	+$451K	0.09%	221
2021 Q4	–	Sell	-7,630	Closed	-$434K	–	648
2021 Q3	$434K	Hold	7,630	–	–	0.1%	204
2021 Q2	$496K	Hold	7,630	–	–	0.12%	189
2021 Q1	$454K	Sell	7,630 -10	-0.1%	-$545	0.12%	185
2020 Q4	$361K	Buy	+7,640	New	+$321K	0.1%	202

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

McDonald Partners's LRCX Position: Q2 2026 in Review

McDonald Partners held its Lam Research (LRCX) position steady in Q2 2026 at 9,600 shares worth $4.16M. The position accounts for 1.01% of the portfolio, ranked #22.

McDonald Partners first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

McDonald Partners held 9,600 shares of Lam Research worth $4.16M as of Q2 2026.
McDonald Partners left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 1.01% of McDonald Partners's portfolio in Q2 2026, its #22 holding.
McDonald Partners first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.