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Saxon Interests’s Lam Research LRCX Stock Holding History

Saxon Interests’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 		$809K Sell
1,867
-24
-1% -$7.29K 0.22% 98
2026
Q1 		$404K Sell
1,891
-2,886
-60% -$645K 0.14% 160
2025
Q4 		$818K Sell
4,777
-780
-14% -$121K 0.29% 81
2025
Q3 		$557K Sell
5,557
-214
-4% -$22.7K 0.22% 95
2025
Q2 		$420K Hold
5,771
– – 0.2% 115
2025
Q1 		$420K Buy
5,771
+2,401
+71% +$189K 0.2% 115
2024
Q4 		$243K Buy
+3,370
New +$256K 0.11% 161
2024
Q3 		– Sell
-3,370
Closed -$359K – 194
2024
Q2 		$359K Sell
3,370
-200
-6% -$19.2K 0.17% 123
2024
Q1 		$347K Sell
3,570
-310
-8% -$27.3K 0.17% 127
2023
Q4 		$304K Buy
+3,880
New +$264K 0.15% 138

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 $3.38T AUM 44.17% 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

Saxon Interests's LRCX Position: Q2 2026 in Review

Saxon Interests reduced its Lam Research (LRCX) stake by 1.3% in Q2 2026, selling an estimated $7.29K and leaving 1,867 shares worth $809K. The position accounts for 0.22% of the portfolio, ranked #98.

Saxon Interests first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. The position peaked at $818K in Q4 2025. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Saxon Interests held 1,867 shares of Lam Research worth $809K as of Q2 2026.
  • Saxon Interests sold 24 Lam Research shares in Q2 2026, an estimated $7.29K.
  • Lam Research made up 0.22% of Saxon Interests's portfolio in Q2 2026, its #98 holding.
  • Saxon Interests first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • Saxon Interests's Lam Research position peaked at $818K in Q4 2025.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.