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Schubert & Co’s Lam Research LRCX Stock Holding History

Schubert & Co’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 		$280K Buy
+647
New +$196K 0.19% 69
2023
Q2 		– Sell
-300
Closed -$15.9K – 874
2023
Q1 		$15.9K Hold
300
– – 0.01% 157
2022
Q4 		$12.6K Buy
300
+120
+67% +$5.02K 0.01% 182
2022
Q3 		$7K Sell
180
-20
-10% -$890 0.01% 282
2022
Q2 		$9K Buy
200
+130
+186% +$6.19K 0.01% 193
2022
Q1 		$4K Sell
70
-30
-30% -$1.75K ﹤0.01% 210
2021
Q4 		$7K Buy
+100
New +$6.27K 0.01% 107

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

Schubert & Co's LRCX Position: Q2 2026 in Review

Schubert & Co opened a new position in Lam Research (LRCX) in Q2 2026: 647 shares worth $280K. The stake represents 0.19% of the portfolio and ranks #69 among its holdings. This is a return to the name: Schubert & Co previously reported a position in LRCX as recently as Q1 2023.

Schubert & Co first reported a position in LRCX in Q4 2021 and has held it in 7 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Schubert & Co held 647 shares of Lam Research worth $280K as of Q2 2026.
  • Lam Research was a new Schubert & Co position in Q2 2026.
  • Lam Research made up 0.19% of Schubert & Co's portfolio in Q2 2026, its #69 holding.
  • Schubert & Co first reported a position in Lam Research in Q4 2021 and has held it in 7 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.