Rogco LP’s Lam Research LRCX Stock Holding History

Rogco 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	$644K	Hold	1,486	–	–	0.2%	72
2026 Q1	$317K	Buy	+1,486	New	+$332K	0.11%	98
2023 Q4	–	Sell	-150	Closed	-$9.4K	–	263
2023 Q3	$9.4K	Buy	+150	New	+$9.86K	﹤0.01%	192

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

Rogco LP's LRCX Position: Q2 2026 in Review

Rogco LP held its Lam Research (LRCX) position steady in Q2 2026 at 1,486 shares worth $644K. The position accounts for 0.2% of the portfolio, ranked #72.

Rogco LP first reported a position in LRCX in Q3 2023 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Rogco LP held 1,486 shares of Lam Research worth $644K as of Q2 2026.
Rogco LP left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.2% of Rogco LP's portfolio in Q2 2026, its #72 holding.
Rogco LP first reported a position in Lam Research in Q3 2023 and has held it in 3 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.