Palladiem’s Lam Research LRCX Stock Holding History

Palladiem’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	$3.03K	Hold	7	–	–	﹤0.01%	116
2026 Q1	$1.85K	Hold	7	–	–	﹤0.01%	133
2025 Q4	$1.2K	Buy	+7	New	+$1.09K	﹤0.01%	152

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

Palladiem's LRCX Position: Q2 2026 in Review

Palladiem held its Lam Research (LRCX) position steady in Q2 2026 at 7 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

Palladiem first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Palladiem held 7 shares of Lam Research worth $3.03K as of Q2 2026.
Palladiem left its Lam Research share count unchanged in Q2 2026.
Lam Research made up ﹤0.01% of Palladiem's portfolio in Q2 2026, its #116 holding.
Palladiem first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.