Thompson David Blair’s Lam Research LRCX Stock Holding History

Thompson David Blair’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	$892K	Buy	2,059 +523	+34%	+$159K	0.45%	69
2026 Q1	$328K	Buy	+1,536	New	+$343K	0.19%	128

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

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

Norges Bank Oslo, Norway $1T AUM

Thompson David Blair's LRCX Position: Q2 2026 in Review

Thompson David Blair increased its Lam Research (LRCX) stake by 34% in Q2 2026, buying an estimated $159K and bringing the position to 2,059 shares worth $892K. The position accounts for 0.45% of the portfolio, ranked #69.

Thompson David Blair first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Thompson David Blair held 2,059 shares of Lam Research worth $892K as of Q2 2026.
Thompson David Blair bought 523 Lam Research shares in Q2 2026, an estimated $159K.
Lam Research made up 0.45% of Thompson David Blair's portfolio in Q2 2026, its #69 holding.
Thompson David Blair first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.