North Point Portfolio Managers’s Lam Research LRCX Stock Holding History

North Point Portfolio Managers’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	$208K	Buy	+480	New	+$146K	0.03%	78

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Point Portfolio Managers's LRCX Position: Q2 2026 in Review

North Point Portfolio Managers opened a new position in Lam Research (LRCX) in Q2 2026: 480 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #78 among its holdings.

3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

North Point Portfolio Managers held 480 shares of Lam Research worth $208K as of Q2 2026.
Lam Research was a new North Point Portfolio Managers position in Q2 2026.
Lam Research made up 0.03% of North Point Portfolio Managers's portfolio in Q2 2026, its #78 holding.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.