North Capital’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
Other funds holding LRCX
North Capital's LRCX Position: Q2 2026 in Review
North Capital opened a new position in Lam Research (LRCX) in Q2 2026: 922 shares worth $400K. The stake represents 0.3% of the portfolio and ranks #54 among its holdings. This is a return to the name: North Capital previously reported a position in LRCX as recently as Q3 2025.
North Capital first reported a position in LRCX in Q1 2025 and has held it in 4 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- North Capital held 922 shares of Lam Research worth $400K as of Q2 2026.
- Lam Research was a new North Capital position in Q2 2026.
- Lam Research made up 0.3% of North Capital's portfolio in Q2 2026, its #54 holding.
- North Capital first reported a position in Lam Research in Q1 2025 and has held it in 4 quarters since.
- 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.