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Quarry LP’s Lam Research LRCX Stock Holding History

Quarry LP’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 		$699K Buy
1,613
+394
+32% +$120K 0.06% 116
2026
Q1 		$260K Buy
1,219
+1,199
+5,995% +$268K 0.05% 270
2025
Q4 		$3.42K Sell
20
-1,313
-98% -$204K ﹤0.01% 1800
2025
Q3 		$178K Buy
1,333
+1,125
+541% +$119K 0.04% 381
2025
Q2 		$20.2K Sell
208
-1,127
-84% -$89.4K ﹤0.01% 1179
2025
Q1 		$97.1K Sell
1,335
-665
-33% -$52.4K 0.02% 523
2024
Q4 		$144K Buy
2,000
+1,170
+141% +$88.7K 0.02% 329
2024
Q3 		$67.7K Sell
830
-50
-6% -$4.35K 0.02% 573
2024
Q2 		$93.7K Buy
880
+560
+175% +$53.7K 0.03% 371
2024
Q1 		$31.1K Sell
320
-100
-24% -$8.8K 0.01% 702
2023
Q4 		$32.9K Buy
+420
New +$28.6K 0.01% 498
2023
Q2 		– Sell
-40
Closed -$2.12K – 1233
2023
Q1 		$2.12K Sell
40
-280
-88% -$13.7K ﹤0.01% 994
2022
Q4 		$13.4K Buy
+320
New +$13.4K ﹤0.01% 518

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

Quarry LP's LRCX Position: Q2 2026 in Review

Quarry LP increased its Lam Research (LRCX) stake by 32% in Q2 2026, buying an estimated $120K and bringing the position to 1,613 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #116.

Quarry LP first reported a position in LRCX in Q4 2022 and has held it in 13 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Quarry LP held 1,613 shares of Lam Research worth $699K as of Q2 2026.
  • Quarry LP bought 394 Lam Research shares in Q2 2026, an estimated $120K.
  • Lam Research made up 0.06% of Quarry LP's portfolio in Q2 2026, its #116 holding.
  • Quarry LP first reported a position in Lam Research in Q4 2022 and has held it in 13 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.