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Nemes Rush Group’s Lam Research LRCX Stock Holding History

Nemes Rush Group’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 		$53.5M Sell
123,512
-45
-0% -$13.7K 4.42% 3
2026
Q1 		$26.4M Sell
123,557
-28,605
-19% -$6.4M 2.51% 7
2025
Q4 		$26M Sell
152,162
-4,528
-3% -$704K 2.45% 8
2025
Q3 		$21M Buy
156,690
+1,710
+1% +$181K 2.08% 11
2025
Q2 		$15.1M Buy
154,980
+9,625
+7% +$763K 1.64% 17
2025
Q1 		$10.6M Buy
+145,355
New +$11.4M 1.33% 27
2024
Q4 		– Sell
-134,620
Closed -$13.1M – 762
2024
Q3 		$13.1M Sell
134,620
-850
-0.6% -$73.9K 1.9% 16
2024
Q2 		$14.4M Sell
135,470
-780
-0.6% -$74.8K 1.98% 14
2024
Q1 		$13.2M Sell
136,250
-600
-0.4% -$52.8K 1.9% 15
2023
Q4 		$10.7M Buy
136,850
+2,470
+2% +$168K 1.73% 17
2023
Q3 		$8.42M Buy
134,380
+3,450
+3% +$227K 1.53% 21
2023
Q2 		$8.42M Buy
+130,930
New +$7.38M 1.48% 22

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

Nemes Rush Group's LRCX Position: Q2 2026 in Review

Nemes Rush Group reduced its Lam Research (LRCX) stake by 0.04% in Q2 2026, selling an estimated $13.7K and leaving 123,512 shares worth $53.5M. The position accounts for 4.42% of the portfolio, ranked #3.

Nemes Rush Group first reported a position in LRCX in Q2 2023 and has held it in 12 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Nemes Rush Group held 123,512 shares of Lam Research worth $53.5M as of Q2 2026.
  • Nemes Rush Group sold 45 Lam Research shares in Q2 2026, an estimated $13.7K.
  • Lam Research made up 4.42% of Nemes Rush Group's portfolio in Q2 2026, its #3 holding.
  • Nemes Rush Group first reported a position in Lam Research in Q2 2023 and has held it in 12 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.