Savoie Capital’s Lam Research LRCX Stock Holding History

Savoie Capital’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
2025 Q2	$7.24M	Sell	74,400 -8,400	-10%	-$666K	0.9%	21
2025 Q1	$5.98M	Hold	82,800	–	–	0.71%	25
2024 Q4	$5.98M	Hold	82,800	–	–	0.71%	25
2024 Q3	$6.76M	Buy	82,800 +9,000	+12%	+$783K	0.83%	24
2024 Q2	$7.86M	Sell	73,800 -9,000	-11%	-$863K	1.02%	22
2024 Q1	$8.04M	Hold	82,800	–	–	1.12%	21
2023 Q4	$6.49M	Hold	82,800	–	–	1.48%	20
2023 Q3	$5.19M	Buy	+82,800	New	+$5.44M	1.36%	20

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Savoie Capital's LRCX Position: Q2 2025 in Review

Savoie Capital reduced its Lam Research (LRCX) stake by 10% in Q2 2025, selling an estimated $666K and leaving 74,400 shares worth $7.24M. The position accounts for 0.9% of the portfolio, ranked #21.

Savoie Capital first reported a position in LRCX in Q3 2023 and has held it in 8 quarters since. The position peaked at $8.04M in Q1 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Savoie Capital held 74,400 shares of Lam Research worth $7.24M as of Q2 2025.
Savoie Capital sold 8,400 Lam Research shares in Q2 2025, an estimated $666K.
Lam Research made up 0.9% of Savoie Capital's portfolio in Q2 2025, its #21 holding.
Savoie Capital first reported a position in Lam Research in Q3 2023 and has held it in 8 quarters since.
Savoie Capital's Lam Research position peaked at $8.04M in Q1 2024.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.