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Michael Gelband’s Lam Research LRCX Stock Holding History

Michael Gelband’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 		– Sell
-800
Closed -$171K – 1852
2026
Q1 		$171K Buy
+800
New +$179K ﹤0.01% 1400
2020
Q1 		– Sell
-200,000
Closed -$5.85M – 1406
2019
Q4 		$5.85M Buy
+200,000
New +$5.31M 0.11% 150

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

Michael Gelband's LRCX Position: Q2 2026 in Review

Michael Gelband reduced its Lam Research (LRCX) stake by 65% in Q2 2026, selling an estimated $10.4M and leaving 18,328 shares worth $7.94M. The position accounts for 0.05% of the portfolio, ranked #358.

Michael Gelband first reported a position in LRCX in Q2 2019 and has held it in 24 quarters since. The position peaked at $22.3M in Q3 2025. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Michael Gelband held 18,328 shares of Lam Research worth $7.94M as of Q2 2026.
  • Michael Gelband sold 34,229 Lam Research shares in Q2 2026, an estimated $10.4M.
  • Lam Research made up 0.05% of Michael Gelband's portfolio in Q2 2026, its #358 holding.
  • Michael Gelband first reported a position in Lam Research in Q2 2019 and has held it in 24 quarters since.
  • Michael Gelband's Lam Research position peaked at $22.3M in Q3 2025.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.