Peregrine Asset Advisers’s Lam Research LRCX Stock Holding History

Peregrine Asset Advisers’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	$8.88M	Buy	20,493 +8,023	+64%	+$2.44M	1.93%	13
2026 Q1	$2.66M	Buy	+12,470	New	+$2.79M	0.72%	40
2025 Q4	–	Sell	-20,044	Closed	-$2.68M	–	187
2025 Q3	$2.68M	Buy	+20,044	New	+$2.12M	0.8%	31
2017 Q4	–	Sell	-581,900	Closed	-$10.8M	–	113
2017 Q3	$10.8M	Buy	581,900 +542,970	+1,395%	+$8.81M	5.66%	2
2017 Q2	$551K	Buy	38,930 +8,930	+30%	+$131K	0.35%	47
2017 Q1	$385K	Hold	30,000	–	–	0.21%	56
2016 Q4	$317K	Hold	30,000	–	–	0.19%	75
2016 Q3	$284K	Buy	+30,000	New	+$273K	0.18%	81

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

Peregrine Asset Advisers's LRCX Position: Q2 2026 in Review

Peregrine Asset Advisers increased its Lam Research (LRCX) stake by 64% in Q2 2026, buying an estimated $2.44M and bringing the position to 20,493 shares worth $8.88M. The position accounts for 1.93% of the portfolio, ranked #13.

Peregrine Asset Advisers first reported a position in LRCX in Q3 2016 and has held it in 8 quarters since. The position peaked at $10.8M in Q3 2017. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Peregrine Asset Advisers held 20,493 shares of Lam Research worth $8.88M as of Q2 2026.
Peregrine Asset Advisers bought 8,023 Lam Research shares in Q2 2026, an estimated $2.44M.
Lam Research made up 1.93% of Peregrine Asset Advisers's portfolio in Q2 2026, its #13 holding.
Peregrine Asset Advisers first reported a position in Lam Research in Q3 2016 and has held it in 8 quarters since.
Peregrine Asset Advisers's Lam Research position peaked at $10.8M in Q3 2017.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Peregrine Asset Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.