Scientech Research LLC’s Lam Research LRCX Stock Holding History

Scientech Research LLC’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	–	Sell	-10,312	Closed	-$750K	–	745
2025 Q1	$750K	Buy	+10,312	New	+$812K	0.2%	232
2024 Q3	–	Sell	-7,460	Closed	-$794K	–	747
2024 Q2	$794K	Buy	7,460 +3,380	+83%	+$324K	0.16%	229
2024 Q1	$396K	Sell	4,080 -3,560	-47%	-$313K	0.21%	218
2023 Q4	$599K	Buy	+7,640	New	+$521K	0.6%	31

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

Scientech Research LLC's LRCX Position: Q2 2025 in Review

Scientech Research LLC sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 10,312 shares — an estimated $750K sold.

Scientech Research LLC first reported a position in LRCX in Q4 2023 and held it in 4 quarters. The position peaked at $794K in Q2 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Scientech Research LLC reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
Scientech Research LLC sold 10,312 Lam Research shares in Q2 2025, an estimated $750K.
Scientech Research LLC first reported a position in Lam Research in Q4 2023 and held it in 4 quarters.
Scientech Research LLC's Lam Research position peaked at $794K in Q2 2024.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Scientech Research LLC's 13F filing for Q2 2025, filed 14 Aug 2025.