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Millstone Evans Group’s Lam Research LRCX Stock Holding History

Millstone Evans Group’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 		$261K Buy
603
+19
+3% +$5.77K 0.14% 115
2026
Q1 		$125K Buy
584
+24
+4% +$5.37K 0.07% 200
2025
Q4 		$95.9K Hold
560
– – 0.06% 236
2025
Q3 		$75K Hold
560
– – 0.05% 249
2025
Q2 		$54.5K Hold
560
– – 0.04% 285
2025
Q1 		$40.7K Buy
+560
New +$44.1K 0.03% 331

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

Millstone Evans Group's LRCX Position: Q2 2026 in Review

Millstone Evans Group increased its Lam Research (LRCX) stake by 3.3% in Q2 2026, buying an estimated $5.77K and bringing the position to 603 shares worth $261K. The position accounts for 0.14% of the portfolio, ranked #115.

Millstone Evans Group first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Millstone Evans Group held 603 shares of Lam Research worth $261K as of Q2 2026.
  • Millstone Evans Group bought 19 Lam Research shares in Q2 2026, an estimated $5.77K.
  • Lam Research made up 0.14% of Millstone Evans Group's portfolio in Q2 2026, its #115 holding.
  • Millstone Evans Group first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.