Milestone Asset Management’s Lam Research LRCX Stock Holding History

Milestone Asset Management’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	$2.03M	Sell	4,692 -9,412	-67%	-$2.86M	0.32%	85
2026 Q1	$3.01M	Sell	14,104 -1,942	-12%	-$434K	0.56%	50
2025 Q4	$2.75M	Buy	+16,046	New	+$2.5M	0.52%	44
2025 Q3	–	Sell	-13,443	Closed	-$1.31M	–	238
2025 Q2	$1.31M	Buy	13,443 +210	+2%	+$16.7K	0.28%	66
2025 Q1	$962K	Sell	13,233 -63,652	-83%	-$5.01M	0.2%	93
2024 Q4	$5.55M	Buy	76,885 +48,685	+173%	+$3.69M	1.22%	19
2024 Q3	$2.3M	Buy	28,200 +8,340	+42%	+$725K	0.52%	42
2024 Q2	$2.11M	Sell	19,860 -1,990	-9%	-$191K	0.53%	42
2024 Q1	$2.12M	Buy	+21,850	New	+$1.92M	0.61%	42

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

Milestone Asset Management's LRCX Position: Q2 2026 in Review

Milestone Asset Management reduced its Lam Research (LRCX) stake by 67% in Q2 2026, selling an estimated $2.86M and leaving 4,692 shares worth $2.03M. The position accounts for 0.32% of the portfolio, ranked #85.

Milestone Asset Management first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.55M in Q4 2024. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Milestone Asset Management held 4,692 shares of Lam Research worth $2.03M as of Q2 2026.
Milestone Asset Management sold 9,412 Lam Research shares in Q2 2026, an estimated $2.86M.
Lam Research made up 0.32% of Milestone Asset Management's portfolio in Q2 2026, its #85 holding.
Milestone Asset Management first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
Milestone Asset Management's Lam Research position peaked at $5.55M in Q4 2024.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.