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Mitchell McLeod Pugh & Williams’s Lam Research LRCX Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$741K Sell
1,710
-98
-5% -$29.7K 0.09% 173
2026
Q1 		$386K Hold
1,808
– – 0.06% 216
2025
Q4 		$418K Sell
1,808
-69
-4% -$10.7K 0.06% 217
2025
Q3 		$292K Buy
+1,877
New +$199K 0.05% 234

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 $3.38T AUM 44.17% 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

Mitchell McLeod Pugh & Williams's LRCX Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams reduced its Lam Research (LRCX) stake by 5.4% in Q2 2026, selling an estimated $29.7K and leaving 1,710 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #173.

Mitchell McLeod Pugh & Williams first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 1,710 shares of Lam Research worth $741K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams sold 98 Lam Research shares in Q2 2026, an estimated $29.7K.
  • Lam Research made up 0.09% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #173 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.