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Progressive Investment Management’s Lam Research LRCX Stock Holding History

Progressive Investment Management’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 		$17.8M Sell
40,962
-568
-1% -$172K 3.91% 7
2026
Q1 		$8.87M Sell
41,530
-26
-0.1% -$5.81K 2.34% 16
2025
Q4 		$7.11M Sell
41,556
-313
-0.7% -$48.7K 1.7% 23
2025
Q3 		$5.61M Sell
41,869
-344
-0.8% -$36.4K 1.36% 24
2025
Q2 		$4.11M Sell
42,213
-368
-0.9% -$29.2K 1.05% 27
2025
Q1 		$3.1M Buy
42,581
+156
+0.4% +$12.3K 0.87% 30
2024
Q4 		$3.06M Sell
42,425
-1,315
-3% -$99.7K 0.79% 32
2024
Q3 		$3.57M Sell
43,740
-80
-0.2% -$6.96K 0.92% 31
2024
Q2 		$4.67M Buy
+43,820
New +$4.2M 1.24% 27

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

Progressive Investment Management's LRCX Position: Q2 2026 in Review

Progressive Investment Management reduced its Lam Research (LRCX) stake by 1.4% in Q2 2026, selling an estimated $172K and leaving 40,962 shares worth $17.8M. The position accounts for 3.91% of the portfolio, ranked #7.

Progressive Investment Management first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Progressive Investment Management held 40,962 shares of Lam Research worth $17.8M as of Q2 2026.
  • Progressive Investment Management sold 568 Lam Research shares in Q2 2026, an estimated $172K.
  • Lam Research made up 3.91% of Progressive Investment Management's portfolio in Q2 2026, its #7 holding.
  • Progressive Investment Management first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Progressive Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.