Opal Capital’s Lam Research LRCX Stock Holding History

Opal Capital’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	$1.79M	Buy	4,120 +728	+21%	+$221K	0.32%	83
2026 Q1	$725K	Buy	3,392 +425	+14%	+$95K	0.13%	123
2025 Q4	$680K	Buy	+2,967	New	+$461K	0.17%	94

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

Opal Capital's LRCX Position: Q2 2026 in Review

Opal Capital increased its Lam Research (LRCX) stake by 21% in Q2 2026, buying an estimated $221K and bringing the position to 4,120 shares worth $1.79M. The position accounts for 0.32% of the portfolio, ranked #83.

Opal Capital first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Opal Capital held 4,120 shares of Lam Research worth $1.79M as of Q2 2026.
Opal Capital bought 728 Lam Research shares in Q2 2026, an estimated $221K.
Lam Research made up 0.32% of Opal Capital's portfolio in Q2 2026, its #83 holding.
Opal Capital first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Opal Capital's 13F filing for Q2 2026, filed 5 Aug 2026.