MidFirst Bank’s Lam Research LRCX Stock Holding History

MidFirst Bank’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	$27.5M	Buy	63,391 +543	+0.9%	+$165K	1.95%	11
2026 Q1	$13.4M	Sell	62,848 -31,689	-34%	-$7.09M	1.11%	16
2025 Q4	$16.2M	Buy	+94,537	New	+$14.7M	1.29%	13

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MidFirst Bank's LRCX Position: Q2 2026 in Review

MidFirst Bank increased its Lam Research (LRCX) stake by 0.86% in Q2 2026, buying an estimated $165K and bringing the position to 63,391 shares worth $27.5M. The position accounts for 1.95% of the portfolio, ranked #11.

MidFirst Bank first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,656 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

MidFirst Bank held 63,391 shares of Lam Research worth $27.5M as of Q2 2026.
MidFirst Bank bought 543 Lam Research shares in Q2 2026, an estimated $165K.
Lam Research made up 1.95% of MidFirst Bank's portfolio in Q2 2026, its #11 holding.
MidFirst Bank first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
2,656 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.