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NorthRock Partners’s Lam Research LRCX Stock Holding History

NorthRock Partners’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 		$836K Buy
1,928
+442
+30% +$134K 0.01% 338
2026
Q1 		$318K Buy
+1,486
New +$332K 0.01% 507
2025
Q4 		– Sell
-19,173
Closed -$2.57M – 789
2025
Q3 		$2.57M Buy
19,173
+5,703
+42% +$604K 0.05% 181
2025
Q2 		$1.31M Sell
13,470
-2,751
-17% -$218K 0.03% 193
2025
Q1 		$1.18M Buy
16,221
+2,775
+21% +$219K 0.04% 185
2024
Q4 		$974K Sell
13,446
-1,964
-13% -$149K 0.03% 211
2024
Q3 		$1.26M Buy
15,410
+1,820
+13% +$158K 0.04% 186
2024
Q2 		$1.45M Sell
13,590
-20
-0.1% -$1.92K 0.05% 149
2024
Q1 		$1.24M Buy
13,610
+1,810
+15% +$159K 0.05% 171
2023
Q4 		$927K Buy
11,800
+4,860
+70% +$331K 0.04% 204
2023
Q3 		$435K Buy
6,940
+1,510
+28% +$99.2K 0.05% 181
2023
Q2 		$349K Sell
5,430
-840
-13% -$47.3K 0.04% 189
2023
Q1 		$332K Sell
6,270
-3,580
-36% -$176K 0.04% 205
2022
Q4 		$414K Buy
9,850
+3,600
+58% +$151K 0.05% 185
2022
Q3 		$229K Sell
6,250
-1,540
-20% -$68.6K 0.03% 262
2022
Q2 		$332K Buy
7,790
+4,080
+110% +$194K 0.03% 203
2022
Q1 		$200K Sell
3,710
-670
-15% -$39K 0.02% 328
2021
Q4 		$315K Buy
+4,380
New +$275K 0.02% 238

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

NorthRock Partners's LRCX Position: Q2 2026 in Review

NorthRock Partners increased its Lam Research (LRCX) stake by 30% in Q2 2026, buying an estimated $134K and bringing the position to 1,928 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #338.

NorthRock Partners first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.57M in Q3 2025. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • NorthRock Partners held 1,928 shares of Lam Research worth $836K as of Q2 2026.
  • NorthRock Partners bought 442 Lam Research shares in Q2 2026, an estimated $134K.
  • Lam Research made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #338 holding.
  • NorthRock Partners first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • NorthRock Partners's Lam Research position peaked at $2.57M in Q3 2025.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.