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Norden Group’s Lam Research LRCX Stock Holding History

Norden 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 		$8.99M Sell
20,753
-45,055
-68% -$13.7M 0.74% 28
2026
Q1 		$14.1M Buy
65,808
+3,048
+5% +$682K 1.35% 9
2025
Q4 		$10.7M Buy
62,760
+46,952
+297% +$7.3M 1.05% 13
2025
Q3 		$2.12M Buy
15,808
+1,241
+9% +$131K 0.22% 93
2025
Q2 		$1.42M Sell
14,567
-47,582
-77% -$3.77M 0.15% 140
2025
Q1 		$4.52M Buy
62,149
+2,652
+4% +$209K 0.52% 40
2024
Q4 		$4.3M Buy
59,497
+2,357
+4% +$179K 0.49% 43
2024
Q3 		$4.66M Buy
57,140
+15,200
+36% +$1.32M 0.55% 42
2024
Q2 		$4.47M Buy
41,940
+6,400
+18% +$614K 0.9% 22
2024
Q1 		$3.45M Buy
35,540
+29,210
+461% +$2.57M 0.7% 34
2023
Q4 		$496K Buy
6,330
+340
+6% +$23.2K 0.09% 145
2023
Q3 		$376K Buy
+5,990
New +$394K 0.12% 159

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

Norden Group's LRCX Position: Q2 2026 in Review

Norden Group reduced its Lam Research (LRCX) stake by 68% in Q2 2026, selling an estimated $13.7M and leaving 20,753 shares worth $8.99M. The position accounts for 0.74% of the portfolio, ranked #28.

Norden Group first reported a position in LRCX in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.1M in Q1 2026. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Norden Group held 20,753 shares of Lam Research worth $8.99M as of Q2 2026.
  • Norden Group sold 45,055 Lam Research shares in Q2 2026, an estimated $13.7M.
  • Lam Research made up 0.74% of Norden Group's portfolio in Q2 2026, its #28 holding.
  • Norden Group first reported a position in Lam Research in Q3 2023 and has held it in 12 quarters since.
  • Norden Group's Lam Research position peaked at $14.1M in Q1 2026.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.