MOS
LRCX icon

MGO One Seven’s Lam Research LRCX Stock Holding History

MGO One Seven’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 		$20.5M Buy
47,300
+14,484
+44% +$4.4M 0.34% 55
2026
Q1 		$7.01M Sell
32,816
-381
-1% -$85.2K 0.14% 174
2025
Q4 		$5.68M Sell
33,197
-199
-0.6% -$31K 0.12% 212
2025
Q3 		$4.47M Buy
33,396
+17,514
+110% +$1.85M 0.1% 221
2025
Q2 		$1.55M Sell
15,882
-676
-4% -$53.6K 0.05% 391
2025
Q1 		$1.2M Buy
16,558
+717
+5% +$56.5K 0.05% 392
2024
Q4 		$1.14M Buy
+15,841
New +$1.2M 0.04% 406
2024
Q3 		– Sell
-14,590
Closed -$1.55M – 1025
2024
Q2 		$1.55M Buy
14,590
+4,360
+43% +$418K 0.07% 271
2024
Q1 		$994K Sell
10,230
-5,100
-33% -$449K 0.05% 348
2023
Q4 		$1.2M Buy
15,330
+840
+6% +$57.2K 0.07% 282
2023
Q3 		$908K Buy
14,490
+5,770
+66% +$379K 0.07% 288
2023
Q2 		$560K Buy
8,720
+300
+4% +$16.9K 0.05% 384
2023
Q1 		$447K Buy
8,420
+1,800
+27% +$88.3K 0.03% 516
2022
Q4 		$278K Buy
6,620
+1,070
+19% +$44.8K 0.03% 575
2022
Q3 		$203 Sell
5,550
-430
-7% -$19.1K 0.01% 642
2022
Q2 		$255K Sell
5,980
-3,230
-35% -$154K 0.04% 512
2022
Q1 		$495K Buy
9,210
+4,220
+85% +$246K 0.05% 367
2021
Q4 		$359K Buy
+4,990
New +$313K 0.04% 448
2019
Q1 		– Sell
-1,940
Closed -$26K – 1108
2018
Q4 		$26K Buy
+1,940
New +$27.8K 0.01% 832
2018
Q1 		$92K Buy
4,530
+3,480
+331% +$68.9K 0.04% 460
2017
Q4 		$19K Buy
+1,050
New +$20.6K 0.01% 883

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

MGO One Seven's LRCX Position: Q2 2026 in Review

MGO One Seven increased its Lam Research (LRCX) stake by 44% in Q2 2026, buying an estimated $4.4M and bringing the position to 47,300 shares worth $20.5M. The position accounts for 0.34% of the portfolio, ranked #55.

MGO One Seven first reported a position in LRCX in Q4 2017 and has held it in 21 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • MGO One Seven held 47,300 shares of Lam Research worth $20.5M as of Q2 2026.
  • MGO One Seven bought 14,484 Lam Research shares in Q2 2026, an estimated $4.4M.
  • Lam Research made up 0.34% of MGO One Seven's portfolio in Q2 2026, its #55 holding.
  • MGO One Seven first reported a position in Lam Research in Q4 2017 and has held it in 21 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.