Rydar Equities’s Lam Research LRCX Stock Holding History

Rydar Equities’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	$1.63M	Buy	5,055 +1,259	+33%	+$382K	0.92%	37
2026 Q1	$811K	Buy	3,796 +19	+0.5%	+$4.25K	0.63%	47
2025 Q4	$646K	Buy	3,777 +7	+0.2%	+$1.09K	0.5%	52
2025 Q3	$538K	Sell	3,770 -415	-10%	-$43.9K	0.43%	57
2025 Q2	$407K	Buy	+4,185	New	+$332K	0.32%	68

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

Rydar Equities's LRCX Position: Q2 2026 in Review

Rydar Equities increased its Lam Research (LRCX) stake by 33% in Q2 2026, buying an estimated $382K and bringing the position to 5,055 shares worth $1.63M. The position accounts for 0.92% of the portfolio, ranked #37.

Rydar Equities first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Rydar Equities held 5,055 shares of Lam Research worth $1.63M as of Q2 2026.
Rydar Equities bought 1,259 Lam Research shares in Q2 2026, an estimated $382K.
Lam Research made up 0.92% of Rydar Equities's portfolio in Q2 2026, its #37 holding.
Rydar Equities first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Rydar Equities's 13F filing for Q2 2026, filed 21 Jul 2026.