Morningstar Investment Management’s Lam Research LRCX Stock Holding History

Morningstar Investment Management’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	$6.41M	Hold	30,005	–	–	0.4%	48
2026 Q1	$6.41M	Sell	30,005 -5,115	-15%	-$1.14M	0.4%	48
2025 Q4	$6.01M	Sell	35,120 -9,245	-21%	-$1.44M	0.35%	64
2025 Q3	$5.94M	Buy	44,365 +41,928	+1,720%	+$4.44M	0.22%	119
2025 Q2	$237K	Buy	+2,437	New	+$193K	0.02%	187
2024 Q4	–	Sell	-26,600	Closed	-$228K	–	220
2024 Q3	$228K	Buy	26,600 +23,820	+857%	+$2.07M	0.02%	191
2024 Q2	$296K	Hold	2,780	–	–	0.03%	156
2024 Q1	$270K	Hold	2,780	–	–	0.03%	165
2023 Q4	$218K	Buy	+2,780	New	+$189K	0.03%	186

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morningstar Investment Management's LRCX Position: Q2 2026 in Review

Morningstar Investment Management held its Lam Research (LRCX) position steady in Q2 2026 at 30,005 shares worth $6.41M. The position accounts for 0.4% of the portfolio, ranked #48.

Morningstar Investment Management first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. 1,171 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Morningstar Investment Management held 30,005 shares of Lam Research worth $6.41M as of Q2 2026.
Morningstar Investment Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.4% of Morningstar Investment Management's portfolio in Q2 2026, its #48 holding.
Morningstar Investment Management first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
1,171 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.