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S.A. Mason’s Lam Research LRCX Stock Holding History

S.A. Mason’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 		$406K Buy
936
+50
+6% +$15.2K 0.12% 151
2026
Q1 		$189K Buy
886
+39
+5% +$8.72K 0.07% 205
2025
Q4 		$145K Buy
847
+17
+2% +$2.64K 0.06% 223
2025
Q3 		$111K Hold
830
– – 0.05% 246
2025
Q2 		$80.8K Hold
830
– – 0.04% 258
2025
Q1 		$60.3K Buy
830
+60
+8% +$4.72K 0.03% 262
2024
Q4 		$55.6K Buy
+770
New +$58.4K 0.03% 265
2020
Q1 		– Sell
-350
Closed -$10K – 432
2019
Q4 		$10K Buy
+350
New +$9.29K 0.01% 348

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

S.A. Mason's LRCX Position: Q2 2026 in Review

S.A. Mason increased its Lam Research (LRCX) stake by 5.6% in Q2 2026, buying an estimated $15.2K and bringing the position to 936 shares worth $406K. The position accounts for 0.12% of the portfolio, ranked #151.

S.A. Mason first reported a position in LRCX in Q4 2019 and has held it in 8 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • S.A. Mason held 936 shares of Lam Research worth $406K as of Q2 2026.
  • S.A. Mason bought 50 Lam Research shares in Q2 2026, an estimated $15.2K.
  • Lam Research made up 0.12% of S.A. Mason's portfolio in Q2 2026, its #151 holding.
  • S.A. Mason first reported a position in Lam Research in Q4 2019 and has held it in 8 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.