Saranac Partners’s Lam Research LRCX Stock Holding History

Saranac Partners’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	$1.72M	Buy	3,960 +2,227	+129%	+$676K	0.5%	42
2026 Q1	$401K	Sell	1,733 -467	-21%	-$104K	0.17%	66
2025 Q4	$377K	Hold	2,200	–	–	0.15%	58
2025 Q3	$295K	Buy	+2,200	New	+$233K	0.05%	175
2024 Q3	–	Sell	-2,900	Closed	-$309K	–	43
2024 Q2	$309K	Hold	2,900	–	–	0.18%	57
2024 Q1	$282K	Sell	2,900 -3,100	-52%	-$273K	0.17%	66
2023 Q4	$470K	Hold	6,000	–	–	0.31%	49
2023 Q3	$376K	Hold	6,000	–	–	0.21%	50
2023 Q2	$386K	Hold	6,000	–	–	0.2%	54
2023 Q1	$318K	Buy	+6,000	New	+$294K	0.19%	59

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 $3.38T AUM 44.17% 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

Saranac Partners's LRCX Position: Q2 2026 in Review

Saranac Partners increased its Lam Research (LRCX) stake by 129% in Q2 2026, buying an estimated $676K and bringing the position to 3,960 shares worth $1.72M. The position accounts for 0.5% of the portfolio, ranked #42.

Saranac Partners first reported a position in LRCX in Q1 2023 and has held it in 10 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Saranac Partners held 3,960 shares of Lam Research worth $1.72M as of Q2 2026.
Saranac Partners bought 2,227 Lam Research shares in Q2 2026, an estimated $676K.
Lam Research made up 0.5% of Saranac Partners's portfolio in Q2 2026, its #42 holding.
Saranac Partners first reported a position in Lam Research in Q1 2023 and has held it in 10 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.