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Mizuho Securities USA’s Lam Research LRCX Stock Holding History

Mizuho Securities USA’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 		$42.4M Buy
97,905
+22,411
+30% +$6.8M 0.68% 20
2026
Q1 		$16.1M Sell
75,494
-15,962
-17% -$3.57M 0.38% 43
2025
Q4 		$14.3M Sell
91,456
-724
-0.8% -$113K 0.24% 60
2025
Q3 		$9.23M Buy
92,180
+3,779
+4% +$400K 0.19% 104
2025
Q2 		$8.6M Sell
88,401
-14,382
-14% -$1.14M 0.18% 106
2025
Q1 		$7.47M Sell
102,783
-19,166
-16% -$1.51M 0.16% 126
2024
Q4 		$8.81M Buy
121,949
+37,409
+44% +$2.84M 0.16% 114
2024
Q3 		$6.9M Sell
84,540
-16,310
-16% -$1.42M 0.15% 119
2024
Q2 		$10.7M Buy
+100,850
New +$9.67M 0.24% 75
2015
Q2 		– Sell
-45,800
Closed -$322K – 229
2015
Q1 		$322K Sell
45,800
-1,680
-4% -$13.3K 0.04% 188
2014
Q4 		$377K Buy
+47,480
New +$368K 0.04% 187

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

Mizuho Securities USA's LRCX Position: Q2 2026 in Review

Mizuho Securities USA increased its Lam Research (LRCX) stake by 30% in Q2 2026, buying an estimated $6.8M and bringing the position to 97,905 shares worth $42.4M. The position accounts for 0.68% of the portfolio, ranked #20.

Mizuho Securities USA first reported a position in LRCX in Q4 2014 and has held it in 11 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mizuho Securities USA held 97,905 shares of Lam Research worth $42.4M as of Q2 2026.
  • Mizuho Securities USA bought 22,411 Lam Research shares in Q2 2026, an estimated $6.8M.
  • Lam Research made up 0.68% of Mizuho Securities USA's portfolio in Q2 2026, its #20 holding.
  • Mizuho Securities USA first reported a position in Lam Research in Q4 2014 and has held it in 11 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.