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Murphy & Mullick Capital Management’s Lam Research LRCX Stock Holding History

Murphy & Mullick Capital 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 		$1.46M Sell
3,363
-167
-5% -$50.7K 0.9% 26
2026
Q1 		$754K Sell
3,530
-30
-0.8% -$6.71K 0.56% 47
2025
Q4 		$609K Buy
3,560
+350
+11% +$54.4K 0.44% 55
2025
Q3 		$438K Buy
3,210
+115
+4% +$12.2K 0.32% 70
2025
Q2 		$294K Sell
3,095
-85
-3% -$6.74K 0.24% 90
2025
Q1 		$231K Hold
3,180
– – 0.22% 105
2024
Q4 		$230K Buy
+3,180
New +$241K 0.21% 101

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 $3.38T AUM 44.17% 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

Murphy & Mullick Capital Management's LRCX Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Lam Research (LRCX) stake by 4.7% in Q2 2026, selling an estimated $50.7K and leaving 3,363 shares worth $1.46M. The position accounts for 0.9% of the portfolio, ranked #26.

Murphy & Mullick Capital Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Murphy & Mullick Capital Management held 3,363 shares of Lam Research worth $1.46M as of Q2 2026.
  • Murphy & Mullick Capital Management sold 167 Lam Research shares in Q2 2026, an estimated $50.7K.
  • Lam Research made up 0.9% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #26 holding.
  • Murphy & Mullick Capital Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.