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Montrusco Bolton Investments’s Lam Research LRCX Stock Holding History

Montrusco Bolton Investments’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 		$291M Sell
671,482
-13,876
-2% -$4.21M 4.51% 6
2026
Q1 		$142M Buy
685,358
+58,539
+9% +$13.1M 2.15% 20
2025
Q4 		$104M Sell
626,819
-348,382
-36% -$54.2M 1.3% 26
2025
Q3 		$128M Sell
975,201
-1,586,223
-62% -$168M 1.49% 23
2025
Q2 		$244M Buy
2,561,424
+835,196
+48% +$66.2M 2.71% 13
2025
Q1 		$122M Buy
+1,726,228
New +$136M 1.61% 23

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

Montrusco Bolton Investments's LRCX Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Lam Research (LRCX) stake by 2% in Q2 2026, selling an estimated $4.21M and leaving 671,482 shares worth $291M. The position accounts for 4.51% of the portfolio, ranked #6.

Montrusco Bolton Investments first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Montrusco Bolton Investments held 671,482 shares of Lam Research worth $291M as of Q2 2026.
  • Montrusco Bolton Investments sold 13,876 Lam Research shares in Q2 2026, an estimated $4.21M.
  • Lam Research made up 4.51% of Montrusco Bolton Investments's portfolio in Q2 2026, its #6 holding.
  • Montrusco Bolton Investments first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.