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Science & Technology Partners’s Lam Research LRCX Stock Holding History

Science & Technology 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 		$28.1M Sell
64,913
-43,787
-40% -$13.3M 4.74% 6
2026
Q1 		$23.2M Sell
108,700
-8,100
-7% -$1.81M 6.08% 3
2025
Q4 		$20M Buy
116,800
+29,100
+33% +$4.53M 5.56% 7
2025
Q3 		$11.7M Sell
87,700
-73,300
-46% -$7.76M 3.27% 12
2025
Q2 		$15.7M Buy
161,000
+64,950
+68% +$5.15M 4.11% 8
2025
Q1 		$6.98M Buy
+96,050
New +$7.56M 2.77% 15

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

Science & Technology Partners's LRCX Position: Q2 2026 in Review

Science & Technology Partners reduced its Lam Research (LRCX) stake by 40% in Q2 2026, selling an estimated $13.3M and leaving 64,913 shares worth $28.1M. The position accounts for 4.74% of the portfolio, ranked #6.

Science & Technology Partners first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Science & Technology Partners held 64,913 shares of Lam Research worth $28.1M as of Q2 2026.
  • Science & Technology Partners sold 43,787 Lam Research shares in Q2 2026, an estimated $13.3M.
  • Lam Research made up 4.74% of Science & Technology Partners's portfolio in Q2 2026, its #6 holding.
  • Science & Technology Partners first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Science & Technology Partners's 13F filing for Q2 2026, filed 14 Aug 2026.