Miller Capital Partners’s Lam Research LRCX Stock Holding History

Miller Capital 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 Q1	–	Hold	0	–	-$1.06M	–	268
2025 Q4	–	Hold	0	–	–	–	51

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

Miller Capital Partners's LRCX Position: Q2 2026 in Review

Miller Capital Partners reduced its Lam Research (LRCX) stake by 3.3% in Q2 2026, selling an estimated $1.04M and leaving 99,440 shares worth $43.1M. The position accounts for 16.78% of the portfolio, ranked #1.

Miller Capital Partners first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,688 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Miller Capital Partners held 99,440 shares of Lam Research worth $43.1M as of Q2 2026.
Miller Capital Partners sold 3,411 Lam Research shares in Q2 2026, an estimated $1.04M.
Lam Research made up 16.78% of Miller Capital Partners's portfolio in Q2 2026, its #1 holding.
Miller Capital Partners first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
2,688 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Miller Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.