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Phoenix Financial’s Lam Research LRCX Stock Holding History

Phoenix Financial’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 		$3.36M Buy
7,749
+3,354
+76% +$1.02M 0.02% 157
2026
Q1 		$938K Sell
4,395
-698
-14% -$156K 0.01% 237
2025
Q4 		$871K Sell
5,093
-216,607
-98% -$33.7M 0.01% 241
2025
Q3 		$29.7M Sell
221,700
-9,646
-4% -$1.02M 0.36% 49
2025
Q2 		$22.6M Sell
231,346
-20,131
-8% -$1.6M 0.3% 55
2025
Q1 		$18.3M Buy
251,477
+234,574
+1,388% +$18.5M 0.28% 65
2024
Q4 		$1.22M Buy
16,903
+13,283
+367% +$1.01M 0.02% 212
2024
Q3 		$296K Sell
3,620
-9,960
-73% -$866K ﹤0.01% 297
2024
Q2 		$1.44M Sell
13,580
-2,930
-18% -$281K 0.02% 196
2024
Q1 		$1.6M Buy
16,510
+8,050
+95% +$708K 0.02% 202
2023
Q4 		$693K Buy
+8,460
New +$577K 0.01% 226
2021
Q4 		– Sell
-39,670
Closed -$2.25M – 410
2021
Q3 		$2.25M Buy
+39,670
New +$2.41M 0.04% 194
2021
Q2 		– Sell
-34,480
Closed -$1.98M – 370
2021
Q1 		$1.98M Buy
+34,480
New +$1.88M 0.04% 229
2020
Q4 		– Sell
-37,540
Closed -$1.2M – 401
2020
Q3 		$1.2M Buy
+37,540
New +$1.29M 0.05% 180

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 $3.38T AUM 44.17% 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

Phoenix Financial's LRCX Position: Q2 2026 in Review

Phoenix Financial increased its Lam Research (LRCX) stake by 76% in Q2 2026, buying an estimated $1.02M and bringing the position to 7,749 shares worth $3.36M. The position accounts for 0.02% of the portfolio, ranked #157.

Phoenix Financial first reported a position in LRCX in Q3 2020 and has held it in 14 quarters since. The position peaked at $29.7M in Q3 2025. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Phoenix Financial held 7,749 shares of Lam Research worth $3.36M as of Q2 2026.
  • Phoenix Financial bought 3,354 Lam Research shares in Q2 2026, an estimated $1.02M.
  • Lam Research made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #157 holding.
  • Phoenix Financial first reported a position in Lam Research in Q3 2020 and has held it in 14 quarters since.
  • Phoenix Financial's Lam Research position peaked at $29.7M in Q3 2025.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.