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&Partners’s Lam Research LRCX Stock Holding History

&Partners’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 		$59.9M Buy
137,597
+7,833
+6% +$2.38M 0.25% 78
2026
Q1 		$27.7M Buy
129,764
+12,369
+11% +$2.77M 0.14% 139
2025
Q4 		$20.1M Buy
117,395
+15,195
+15% +$2.36M 0.11% 177
2025
Q3 		$13.8M Buy
102,200
+16,639
+19% +$1.76M 0.09% 216
2025
Q2 		$8.34M Buy
85,561
+54,437
+175% +$4.32M 0.06% 263
2025
Q1 		$2.27M Buy
31,124
+6,873
+28% +$541K 0.02% 500
2024
Q4 		$1.82M Buy
24,251
+8,311
+52% +$630K 0.02% 532
2024
Q3 		$1.27M Buy
15,940
+4,010
+34% +$349K 0.02% 477
2024
Q2 		$1.27M Buy
11,930
+4,910
+70% +$471K 0.06% 289
2024
Q1 		$682K Sell
7,020
-11,140
-61% -$980K 0.09% 217
2023
Q4 		$1.42M Buy
+18,160
New +$1.24M 0.35% 68

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

&Partners's LRCX Position: Q2 2026 in Review

&Partners increased its Lam Research (LRCX) stake by 6% in Q2 2026, buying an estimated $2.38M and bringing the position to 137,597 shares worth $59.9M. The position accounts for 0.25% of the portfolio, ranked #78.

&Partners first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • &Partners held 137,597 shares of Lam Research worth $59.9M as of Q2 2026.
  • &Partners bought 7,833 Lam Research shares in Q2 2026, an estimated $2.38M.
  • Lam Research made up 0.25% of &Partners's portfolio in Q2 2026, its #78 holding.
  • &Partners first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.