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MQS Management’s Lam Research LRCX Stock Holding History

MQS 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 		– Sell
-1,035
Closed -$221K – 391
2026
Q1 		$221K Buy
+1,035
New +$231K 0.15% 314
2025
Q4 		– Sell
-3,859
Closed -$517K – 550
2025
Q3 		$517K Buy
+3,859
New +$409K 0.3% 117
2024
Q4 		– Sell
-8,510
Closed -$694K – 230
2024
Q3 		$694K Buy
8,510
+6,370
+298% +$554K 0.39% 58
2024
Q2 		$228K Buy
+2,140
New +$205K 0.14% 336

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

MQS Management's LRCX Position: Q2 2026 in Review

MQS Management sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 1,035 shares — an estimated $221K sold.

MQS Management first reported a position in LRCX in Q2 2024 and held it in 4 quarters. The position peaked at $694K in Q3 2024. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • MQS Management reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • MQS Management sold 1,035 Lam Research shares in Q2 2026, an estimated $221K.
  • MQS Management first reported a position in Lam Research in Q2 2024 and held it in 4 quarters.
  • MQS Management's Lam Research position peaked at $694K in Q3 2024.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.