Pathstone Holdings’s Lam Research LRCX Stock Holding History

Pathstone Holdings’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	$120M	Buy	274,275 +11,915	+5%	+$3.62M	0.35%	51
2026 Q1	$56.1M	Buy	262,360 +6,158	+2%	+$1.38M	0.22%	71
2025 Q4	$43.9M	Sell	256,202 -2,314	-0.9%	-$360K	0.17%	87
2025 Q3	$34.6M	Buy	258,516 +2,500	+1%	+$265K	0.13%	107
2025 Q2	$25.1M	Sell	256,016 -12,254	-5%	-$972K	0.1%	135
2025 Q1	$19.5M	Buy	268,270 +173,486	+183%	+$13.7M	0.08%	175
2024 Q4	$6.85M	Sell	94,784 -168,406	-64%	-$12.8M	0.03%	440
2024 Q3	$21.5M	Sell	263,190 -6,900	-3%	-$600K	0.1%	157
2024 Q2	$28.8M	Sell	270,090 -9,610	-3%	-$922K	0.13%	111
2024 Q1	$27.2M	Buy	279,700 +59,570	+27%	+$5.24M	0.13%	115
2023 Q4	$17.4M	Buy	+220,130	New	+$15M	0.09%	155

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

Pathstone Holdings's LRCX Position: Q2 2026 in Review

Pathstone Holdings increased its Lam Research (LRCX) stake by 4.5% in Q2 2026, buying an estimated $3.62M and bringing the position to 274,275 shares worth $120M. The position accounts for 0.35% of the portfolio, ranked #51.

Pathstone Holdings first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,112 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Pathstone Holdings held 274,275 shares of Lam Research worth $120M as of Q2 2026.
Pathstone Holdings bought 11,915 Lam Research shares in Q2 2026, an estimated $3.62M.
Lam Research made up 0.35% of Pathstone Holdings's portfolio in Q2 2026, its #51 holding.
Pathstone Holdings first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
3,112 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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