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SeaBridge Investment Advisors’s Lam Research LRCX Stock Holding History

SeaBridge Investment Advisors’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 		$653K Buy
1,508
+23
+2% +$6.98K 0.09% 130
2026
Q1 		$317K Hold
1,485
– – 0.05% 156
2025
Q4 		$254K Sell
1,485
-315
-18% -$49K 0.04% 180
2025
Q3 		$241K Buy
+1,800
New +$191K 0.04% 183

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

SeaBridge Investment Advisors's LRCX Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its Lam Research (LRCX) stake by 1.5% in Q2 2026, buying an estimated $6.98K and bringing the position to 1,508 shares worth $653K. The position accounts for 0.09% of the portfolio, ranked #130.

SeaBridge Investment Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SeaBridge Investment Advisors held 1,508 shares of Lam Research worth $653K as of Q2 2026.
  • SeaBridge Investment Advisors bought 23 Lam Research shares in Q2 2026, an estimated $6.98K.
  • Lam Research made up 0.09% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • SeaBridge Investment Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.