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North Star Investment Management’s Lam Research LRCX Stock Holding History

North Star Investment Management’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 		$145K Buy
335
+2
+0.6% +$607 0.01% 550
2026
Q1 		$71.1K Sell
333
-1
-0.3% -$224 ﹤0.01% 657
2025
Q4 		$57.2K Buy
334
+77
+30% +$12K ﹤0.01% 642
2025
Q3 		$34.4K Buy
257
+7
+3% +$741 ﹤0.01% 727
2025
Q2 		$24.3K Hold
250
– – ﹤0.01% 756
2025
Q1 		$18.2K Buy
250
+50
+25% +$3.94K ﹤0.01% 768
2024
Q4 		$14.4K Buy
200
+150
+300% +$11.4K ﹤0.01% 805
2024
Q3 		$4.08K Hold
50
– – ﹤0.01% 1000
2024
Q2 		$5.32K Hold
50
– – ﹤0.01% 918
2024
Q1 		$4.86K Hold
50
– – ﹤0.01% 982
2023
Q4 		$3.92K Hold
50
– – ﹤0.01% 975
2023
Q3 		$3.13K Hold
50
– – ﹤0.01% 1019
2023
Q2 		$3.21K Hold
50
– – ﹤0.01% 1031
2023
Q1 		$2.65K Hold
50
– – ﹤0.01% 1061
2022
Q4 		$2.1K Buy
+50
New +$2.09K ﹤0.01% 1069
2020
Q2 		– Sell
-6,500
Closed -$156K – 1011
2020
Q1 		$156K Hold
6,500
– – 0.02% 351
2019
Q4 		$190K Hold
6,500
– – 0.02% 365
2019
Q3 		$150K Buy
+6,500
New +$136K 0.02% 381
2019
Q2 		– Sell
-6,500
Closed -$116K – 694
2019
Q1 		$116K Hold
6,500
– – 0.01% 419
2018
Q4 		$89K Hold
6,500
– – 0.01% 427
2018
Q3 		$99K Buy
6,500
+3,750
+136% +$64K 0.01% 447
2018
Q2 		$48K Hold
2,750
– – 0.01% 573
2018
Q1 		$56K Sell
2,750
-1,300
-32% -$25.7K 0.01% 536
2017
Q4 		$75K Hold
4,050
– – 0.01% 480
2017
Q3 		$75K Buy
4,050
+1,250
+45% +$20.3K 0.01% 470
2017
Q2 		$40K Hold
2,800
– – 0.01% 583
2017
Q1 		$36K Buy
+2,800
New +$32.9K 0.01% 576
2016
Q1 		– Sell
-4,000
Closed -$32K – 768
2015
Q4 		$32K Hold
4,000
– – 0.01% 443
2015
Q3 		$26K Buy
+4,000
New +$29.3K 0.01% 474

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 $3.38T AUM 44.17% 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

North Star Investment Management's LRCX Position: Q2 2026 in Review

North Star Investment Management increased its Lam Research (LRCX) stake by 0.6% in Q2 2026, buying an estimated $607 and bringing the position to 335 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #550.

North Star Investment Management first reported a position in LRCX in Q3 2015 and has held it in 29 quarters since. The position peaked at $190K in Q4 2019. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • North Star Investment Management held 335 shares of Lam Research worth $145K as of Q2 2026.
  • North Star Investment Management bought 2 Lam Research shares in Q2 2026, an estimated $607.
  • Lam Research made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #550 holding.
  • North Star Investment Management first reported a position in Lam Research in Q3 2015 and has held it in 29 quarters since.
  • North Star Investment Management's Lam Research position peaked at $190K in Q4 2019.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.