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OneFund LLC’s Lam Research LRCX Stock Holding History

OneFund 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 		$1.48M Sell
3,407
-45
-1% -$13.7K 0.84% 20
2026
Q1 		$765K Sell
3,452
-254
-7% -$56.8K 0.49% 34
2025
Q4 		$634K Buy
3,706
+216
+6% +$33.6K 0.38% 45
2025
Q3 		$467K Buy
3,490
+110
+3% +$11.6K 0.3% 58
2025
Q2 		$329K Sell
3,380
-4
-0.1% -$317 0.24% 84
2025
Q1 		$246K Sell
3,384
-51
-1% -$4.02K 0.25% 104
2024
Q4 		$248K Buy
3,435
+25
+0.7% +$1.9K 0.24% 98
2024
Q3 		$278K Hold
3,410
– – 0.28% 94
2024
Q2 		$363K Buy
3,410
+40
+1% +$3.84K 0.4% 63
2024
Q1 		$331K Sell
3,370
-100
-3% -$8.8K 0.4% 68
2023
Q4 		$272K Buy
+3,470
New +$236K 0.35% 82

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

OneFund LLC's LRCX Position: Q2 2026 in Review

OneFund LLC reduced its Lam Research (LRCX) stake by 1.3% in Q2 2026, selling an estimated $13.7K and leaving 3,407 shares worth $1.48M. The position accounts for 0.84% of the portfolio, ranked #20.

OneFund LLC first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • OneFund LLC held 3,407 shares of Lam Research worth $1.48M as of Q2 2026.
  • OneFund LLC sold 45 Lam Research shares in Q2 2026, an estimated $13.7K.
  • Lam Research made up 0.84% of OneFund LLC's portfolio in Q2 2026, its #20 holding.
  • OneFund LLC first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on OneFund LLC's 13F filing for Q2 2026, filed 24 Aug 2026.