Schnieders Capital Management’s Lam Research LRCX Stock Holding History

Schnieders Capital Management’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	$2.05M	Buy	4,739 +1,869	+65%	+$567K	0.27%	63
2026 Q1	$613K	Sell	2,870 -150	-5%	-$33.5K	0.1%	116
2025 Q4	$517K	Sell	3,020 -40	-1%	-$6.22K	0.08%	126
2025 Q3	$410K	Hold	3,060	–	–	0.07%	151
2025 Q2	$298K	Hold	3,060	–	–	0.05%	184
2025 Q1	$222K	Hold	3,060	–	–	0.05%	188
2024 Q4	$221K	Buy	+3,060	New	+$232K	0.04%	188
2024 Q3	–	Sell	-2,950	Closed	-$314K	–	218
2024 Q2	$314K	Hold	2,950	–	–	0.06%	158
2024 Q1	$287K	Sell	2,950 -1,250	-30%	-$110K	0.06%	161
2023 Q4	$329K	Hold	4,200	–	–	0.07%	155
2023 Q3	$263K	Hold	4,200	–	–	0.06%	156
2023 Q2	$270K	Hold	4,200	–	–	0.06%	166
2023 Q1	$223K	Buy	+4,200	New	+$206K	0.05%	182

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

Schnieders Capital Management's LRCX Position: Q2 2026 in Review

Schnieders Capital Management increased its Lam Research (LRCX) stake by 65% in Q2 2026, buying an estimated $567K and bringing the position to 4,739 shares worth $2.05M. The position accounts for 0.27% of the portfolio, ranked #63.

Schnieders Capital Management first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Schnieders Capital Management held 4,739 shares of Lam Research worth $2.05M as of Q2 2026.
Schnieders Capital Management bought 1,869 Lam Research shares in Q2 2026, an estimated $567K.
Lam Research made up 0.27% of Schnieders Capital Management's portfolio in Q2 2026, its #63 holding.
Schnieders Capital Management first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.