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Pallas Capital Advisors’s Lam Research LRCX Stock Holding History

Pallas Capital Advisors’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 		$3.43M Buy
7,916
+277
+4% +$84.1K 0.11% 150
2026
Q1 		$1.63M Sell
7,639
-92
-1% -$20.6K 0.06% 230
2025
Q4 		$1.32M Buy
7,731
+534
+7% +$83.1K 0.04% 297
2025
Q3 		$964K Buy
7,197
+77
+1% +$8.15K 0.04% 352
2025
Q2 		$693K Buy
7,120
+185
+3% +$14.7K 0.03% 415
2025
Q1 		$504K Buy
+6,935
New +$546K 0.02% 462
2024
Q3 		– Sell
-3,990
Closed -$380K – 621
2024
Q2 		$380K Buy
+3,990
New +$383K 0.02% 365
2022
Q4 		– Sell
-137,110
Closed -$5.39M – 282
2022
Q3 		$5.39M Buy
137,110
+6,380
+5% +$284K 0.6% 51
2022
Q2 		$6.07M Buy
130,730
+2,450
+2% +$117K 0.83% 31
2022
Q1 		$5.85M Buy
128,280
+8,860
+7% +$516K 0.75% 38
2021
Q4 		$7.24M Buy
119,420
+4,500
+4% +$282K 0.88% 30
2021
Q3 		$6.68M Sell
114,920
-8,300
-7% -$505K 0.73% 28
2021
Q2 		$8.01M Buy
123,220
+9,720
+9% +$614K 1.12% 13
2021
Q1 		$6.66M Buy
+113,500
New +$6.18M 1.48% 8

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

Pallas Capital Advisors's LRCX Position: Q2 2026 in Review

Pallas Capital Advisors increased its Lam Research (LRCX) stake by 3.6% in Q2 2026, buying an estimated $84.1K and bringing the position to 7,916 shares worth $3.43M. The position accounts for 0.11% of the portfolio, ranked #150.

Pallas Capital Advisors first reported a position in LRCX in Q1 2021 and has held it in 14 quarters since. The position peaked at $8.01M in Q2 2021. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Pallas Capital Advisors held 7,916 shares of Lam Research worth $3.43M as of Q2 2026.
  • Pallas Capital Advisors bought 277 Lam Research shares in Q2 2026, an estimated $84.1K.
  • Lam Research made up 0.11% of Pallas Capital Advisors's portfolio in Q2 2026, its #150 holding.
  • Pallas Capital Advisors first reported a position in Lam Research in Q1 2021 and has held it in 14 quarters since.
  • Pallas Capital Advisors's Lam Research position peaked at $8.01M in Q2 2021.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.