Mirabella Financial Services’s Lam Research LRCX Stock Holding History

Mirabella Financial Services’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	$335K	Buy	+774	New	+$235K	0.03%	405
2025 Q2	–	Sell	-40,827	Closed	-$2.97M	–	251
2025 Q1	$2.97M	Buy	+40,827	New	+$3.22M	0.12%	116
2023 Q4	–	Sell	-4,050	Closed	-$254K	–	520
2023 Q3	$254K	Sell	4,050 -65,380	-94%	-$4.3M	0.04%	302
2023 Q2	$4.46M	Buy	69,430 +59,340	+588%	+$3.34M	0.49%	63
2023 Q1	$535K	Buy	+10,090	New	+$495K	0.08%	202
2022 Q3	–	Sell	-16,790	Closed	-$716K	–	471
2022 Q2	$716K	Buy	+16,790	New	+$799K	0.07%	201
2022 Q1	–	Sell	-22,140	Closed	-$1.59M	–	625
2021 Q4	$1.59M	Buy	22,140 +16,300	+279%	+$1.02M	0.16%	128
2021 Q3	$332K	Buy	5,840 +1,700	+41%	+$103K	0.04%	299
2021 Q2	$269K	Sell	4,140 -9,490	-70%	-$599K	0.05%	228
2021 Q1	$811K	Sell	13,630 -7,120	-34%	-$388K	0.25%	97
2020 Q4	$980K	Buy	+20,750	New	+$873K	0.12%	134
2020 Q3	–	Sell	-36,430	Closed	-$1.18M	–	403
2020 Q2	$1.18M	Buy	36,430 +35,350	+3,273%	+$964K	0.28%	54
2020 Q1	$26K	Buy	+1,080	New	+$31.1K	0.02%	76

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

Mirabella Financial Services's LRCX Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Lam Research (LRCX) in Q2 2026: 774 shares worth $335K. The stake represents 0.03% of the portfolio and ranks #405 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in LRCX as recently as Q1 2025.

Mirabella Financial Services first reported a position in LRCX in Q1 2020 and has held it in 13 quarters since. The position peaked at $4.46M in Q2 2023. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Mirabella Financial Services held 774 shares of Lam Research worth $335K as of Q2 2026.
Lam Research was a new Mirabella Financial Services position in Q2 2026.
Lam Research made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #405 holding.
Mirabella Financial Services first reported a position in Lam Research in Q1 2020 and has held it in 13 quarters since.
Mirabella Financial Services's Lam Research position peaked at $4.46M in Q2 2023.
3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.