OL
LRCX icon

one8zero8 LLC’s Lam Research LRCX Stock Holding History

one8zero8 LLC’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 		$11.9M Hold
27,540
– – 2.36% 9
2026
Q1 		$5.88M Hold
27,540
– – 1.31% 17
2025
Q4 		$4.71M Sell
27,540
-2,000
-7% -$311K 1.03% 22
2025
Q3 		$3.96M Hold
29,540
– – 0.85% 30
2025
Q2 		$2.88M Sell
29,540
-32
-0.1% -$2.54K 0.68% 36
2025
Q1 		$2.15M Buy
29,572
+5
+0% +$394 0.51% 49
2024
Q4 		$2.14M Buy
+29,567
New +$2.24M 0.46% 52

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

one8zero8 LLC's LRCX Position: Q2 2026 in Review

one8zero8 LLC held its Lam Research (LRCX) position steady in Q2 2026 at 27,540 shares worth $11.9M. The position accounts for 2.36% of the portfolio, ranked #9.

one8zero8 LLC first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • one8zero8 LLC held 27,540 shares of Lam Research worth $11.9M as of Q2 2026.
  • one8zero8 LLC left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 2.36% of one8zero8 LLC's portfolio in Q2 2026, its #9 holding.
  • one8zero8 LLC first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on one8zero8 LLC's 13F filing for Q2 2026, filed 10 Aug 2026.