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Rathbones Group’s Lam Research LRCX Stock Holding History

Rathbones Group’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 		$219M Buy
506,353
+433,241
+593% +$132M 0.81% 29
2026
Q1 		$15.6M Buy
73,112
+66,544
+1,013% +$14.9M 0.06% 141
2025
Q4 		$1.12M Sell
6,568
-372
-5% -$57.9K ﹤0.01% 353
2025
Q3 		$929K Buy
6,940
+2,830
+69% +$300K ﹤0.01% 357
2025
Q2 		$400K Hold
4,110
– – ﹤0.01% 459
2025
Q1 		$299K Sell
4,110
-60
-1% -$4.72K ﹤0.01% 463
2024
Q4 		$301K Buy
4,170
+80
+2% +$6.07K ﹤0.01% 471
2024
Q3 		$334K Buy
4,090
+160
+4% +$13.9K ﹤0.01% 464
2024
Q2 		$418K Sell
3,930
-150
-4% -$14.4K ﹤0.01% 443
2024
Q1 		$396K Buy
4,080
+1,160
+40% +$102K ﹤0.01% 446
2023
Q4 		$229K Buy
+2,920
New +$199K ﹤0.01% 513

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

Rathbones Group's LRCX Position: Q2 2026 in Review

Rathbones Group increased its Lam Research (LRCX) stake by 593% in Q2 2026, buying an estimated $132M and bringing the position to 506,353 shares worth $219M. The position accounts for 0.81% of the portfolio, ranked #29.

Rathbones Group first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Rathbones Group held 506,353 shares of Lam Research worth $219M as of Q2 2026.
  • Rathbones Group bought 433,241 Lam Research shares in Q2 2026, an estimated $132M.
  • Lam Research made up 0.81% of Rathbones Group's portfolio in Q2 2026, its #29 holding.
  • Rathbones Group first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.