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Newbridge Financial Services Group’s Lam Research LRCX Stock Holding History

Newbridge Financial Services 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 		$1.17M Sell
2,692
-550
-17% -$167K 0.14% 115
2026
Q1 		$693K Sell
3,242
-1,113
-26% -$249K 0.11% 130
2025
Q4 		$745K Buy
4,355
+693
+19% +$108K 0.12% 128
2025
Q3 		$490K Buy
3,662
+370
+11% +$39.2K 0.07% 191
2025
Q2 		$320K Hold
3,292
– – 0.05% 236
2025
Q1 		$239K Hold
3,292
– – 0.06% 174
2024
Q4 		$238K Buy
+3,292
New +$250K 0.06% 189
2024
Q3 		– Sell
-4,120
Closed -$439K – 913
2024
Q2 		$439K Buy
4,120
+700
+20% +$67.1K 0.16% 110
2024
Q1 		$332K Sell
3,420
-6,840
-67% -$602K 0.15% 130
2023
Q4 		$803K Sell
10,260
-610
-6% -$41.6K 0.39% 54
2023
Q3 		$681K Hold
10,870
– – 0.34% 55
2023
Q2 		$699K Sell
10,870
-2,420
-18% -$136K 0.34% 54
2023
Q1 		$705K Sell
13,290
-80
-0.6% -$3.93K 0.37% 54
2022
Q4 		$562K Sell
13,370
-1,080
-7% -$45.2K 0.32% 73
2022
Q3 		$529K Buy
14,450
+2,780
+24% +$124K 0.31% 70
2022
Q2 		$497K Buy
11,670
+1,580
+16% +$75.2K 0.31% 77
2022
Q1 		$542K Buy
10,090
+8,180
+428% +$476K 0.27% 76
2021
Q4 		$138K Buy
1,910
+1,050
+122% +$65.8K 0.07% 251
2021
Q3 		$49K Hold
860
– – 0.03% 418
2021
Q2 		$56K Hold
860
– – 0.03% 404
2021
Q1 		$51K Sell
860
-1,280
-60% -$69.7K 0.04% 396
2020
Q4 		$101K Sell
2,140
-3,790
-64% -$159K 0.08% 225
2020
Q3 		$197K Buy
+5,930
New +$204K 0.19% 113

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

Newbridge Financial Services Group's LRCX Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Lam Research (LRCX) stake by 17% in Q2 2026, selling an estimated $167K and leaving 2,692 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #115.

Newbridge Financial Services Group first reported a position in LRCX in Q3 2020 and has held it in 23 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Newbridge Financial Services Group held 2,692 shares of Lam Research worth $1.17M as of Q2 2026.
  • Newbridge Financial Services Group sold 550 Lam Research shares in Q2 2026, an estimated $167K.
  • Lam Research made up 0.14% of Newbridge Financial Services Group's portfolio in Q2 2026, its #115 holding.
  • Newbridge Financial Services Group first reported a position in Lam Research in Q3 2020 and has held it in 23 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.