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Park Avenue Securities’s Lam Research LRCX Stock Holding History

Park Avenue Securities’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 		$36.6M Buy
84,400
+3,442
+4% +$1.04M 0.23% 71
2026
Q1 		$17.3M Buy
+80,958
New +$18.1M 0.14% 117
2025
Q4 		– Sell
-66,389
Closed -$8.89M – 1629
2025
Q3 		$8.89M Buy
66,389
+5,322
+9% +$564K 0.07% 209
2025
Q2 		$5.94M Buy
61,067
+5,052
+9% +$401K 0.05% 245
2025
Q1 		$4.07M Buy
56,015
+3,085
+6% +$243K 0.05% 235
2024
Q4 		$3.82M Sell
52,930
-240
-0.5% -$18.2K 0.04% 301
2024
Q3 		$4.34M Sell
53,170
-4,160
-7% -$362K 0.05% 252
2024
Q2 		$6.11M Sell
57,330
-1,350
-2% -$129K 0.07% 182
2024
Q1 		$5.7M Buy
58,680
+17,080
+41% +$1.5M 0.07% 180
2023
Q4 		$3.26M Buy
41,600
+4,520
+12% +$308K 0.05% 245
2023
Q3 		$2.32M Buy
+37,080
New +$2.44M 0.04% 296
2023
Q1 		– Sell
-36,880
Closed -$1.55M – 968
2022
Q4 		$1.55M Buy
36,880
+5,970
+19% +$250K 0.03% 366
2022
Q3 		$1.13M Sell
30,910
-2,870
-8% -$128K 0.02% 411
2022
Q2 		$1.44M Sell
33,780
-3,240
-9% -$154K 0.03% 348
2022
Q1 		$1.99M Sell
37,020
-5,900
-14% -$343K 0.03% 283
2021
Q4 		$3.09M Buy
42,920
+4,580
+12% +$287K 0.05% 200
2021
Q3 		$2.18M Buy
38,340
+11,480
+43% +$698K 0.04% 225
2021
Q2 		$1.75M Buy
26,860
+7,190
+37% +$454K 0.04% 255
2021
Q1 		$1.17M Buy
19,670
+700
+4% +$38.1K 0.03% 299
2020
Q4 		$896K Buy
18,970
+520
+3% +$21.9K 0.02% 313
2020
Q3 		$612K Buy
18,450
+1,690
+10% +$58.2K 0.02% 386
2020
Q2 		$542K Buy
+16,760
New +$457K 0.02% 381
2020
Q1 		– Sell
-13,830
Closed -$404K – 470
2019
Q4 		$404K Sell
13,830
-840
-6% -$22.3K 0.02% 384
2019
Q3 		$339K Buy
+14,670
New +$308K 0.02% 360
2019
Q2 		– Sell
-22,420
Closed -$414K – 380
2019
Q1 		$414K Buy
+22,420
New +$374K 0.02% 257

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

Park Avenue Securities's LRCX Position: Q2 2026 in Review

Park Avenue Securities increased its Lam Research (LRCX) stake by 4.3% in Q2 2026, buying an estimated $1.04M and bringing the position to 84,400 shares worth $36.6M. The position accounts for 0.23% of the portfolio, ranked #71.

Park Avenue Securities first reported a position in LRCX in Q1 2019 and has held it in 25 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Park Avenue Securities held 84,400 shares of Lam Research worth $36.6M as of Q2 2026.
  • Park Avenue Securities bought 3,442 Lam Research shares in Q2 2026, an estimated $1.04M.
  • Lam Research made up 0.23% of Park Avenue Securities's portfolio in Q2 2026, its #71 holding.
  • Park Avenue Securities first reported a position in Lam Research in Q1 2019 and has held it in 25 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.