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Motley Fool Asset Management’s Lam Research LRCX Stock Holding History

Motley Fool Asset 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 		$40.6M Sell
93,731
-36,584
-28% -$11.1M 1.57% 17
2026
Q1 		$27.8M Sell
130,315
-3,132
-2% -$700K 1.2% 17
2025
Q4 		$22.8M Buy
133,447
+29,446
+28% +$4.58M 0.89% 21
2025
Q3 		$13.9M Buy
104,001
+22,315
+27% +$2.36M 0.58% 33
2025
Q2 		$7.95M Buy
81,686
+10,347
+15% +$821K 0.37% 58
2025
Q1 		$5.19M Buy
71,339
+10,140
+17% +$799K 0.29% 73
2024
Q4 		$4.42M Buy
61,199
+1,549
+3% +$117K 0.23% 83
2024
Q3 		$4.76M Buy
59,650
+3,160
+6% +$275K 0.28% 80
2024
Q2 		$5.99M Buy
56,490
+12,880
+30% +$1.24M 0.4% 62
2024
Q1 		$4.24M Buy
43,610
+4,360
+11% +$384K 0.27% 79
2023
Q4 		$3.07M Buy
39,250
+1,050
+3% +$71.6K 0.23% 87
2023
Q3 		$2.39M Buy
38,200
+2,820
+8% +$185K 0.19% 94
2023
Q2 		$2.27M Buy
+35,380
New +$1.99M 0.2% 87
2023
Q1 		– Sell
-34,690
Closed -$1.46M – 161
2022
Q4 		$1.46M Sell
34,690
-1,390
-4% -$58.1K 0.16% 102
2022
Q3 		$1.32M Sell
36,080
-250
-0.7% -$11.1K 0.13% 109
2022
Q2 		$1.41M Sell
36,330
-1,070
-3% -$50.9K 0.13% 112
2022
Q1 		$2.01M Buy
37,400
+900
+2% +$52.4K 0.15% 102
2021
Q4 		$2.63M Buy
36,500
+150
+0.4% +$9.4K 0.17% 99
2021
Q3 		$2.07M Buy
36,350
+2,440
+7% +$148K 0.13% 108
2021
Q2 		$2.21M Buy
+33,910
New +$2.14M 0.15% 105
2019
Q2 		– Sell
-23,800
Closed -$426K – 177
2019
Q1 		$426K Buy
23,800
+3,430
+17% +$57.2K 0.05% 141
2018
Q4 		$277K Sell
20,370
-260
-1% -$3.73K 0.04% 148
2018
Q3 		$313K Buy
20,630
+3,080
+18% +$52.6K 0.04% 130
2018
Q2 		$303K Buy
+17,550
New +$338K 0.04% 128

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

Motley Fool Asset Management's LRCX Position: Q2 2026 in Review

Motley Fool Asset Management reduced its Lam Research (LRCX) stake by 28% in Q2 2026, selling an estimated $11.1M and leaving 93,731 shares worth $40.6M. The position accounts for 1.57% of the portfolio, ranked #17.

Motley Fool Asset Management first reported a position in LRCX in Q2 2018 and has held it in 24 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Motley Fool Asset Management held 93,731 shares of Lam Research worth $40.6M as of Q2 2026.
  • Motley Fool Asset Management sold 36,584 Lam Research shares in Q2 2026, an estimated $11.1M.
  • Lam Research made up 1.57% of Motley Fool Asset Management's portfolio in Q2 2026, its #17 holding.
  • Motley Fool Asset Management first reported a position in Lam Research in Q2 2018 and has held it in 24 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.