Seaview Investment Managers’s Lam Research LRCX Stock Holding History

Seaview Investment Managers’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	$501K	Sell	1,157 -200	-15%	-$60.7K	0.15%	54
2026 Q1	$290K	Sell	1,357 -164	-11%	-$36.7K	0.1%	59
2025 Q4	$260K	Sell	1,521 -469	-24%	-$72.9K	0.1%	62
2025 Q3	$266K	Sell	1,990 -3,311	-62%	-$351K	0.1%	66
2025 Q2	$516K	Buy	5,301 +128	+2%	+$10.2K	0.11%	89
2025 Q1	$376K	Buy	5,173 +1,092	+27%	+$86K	0.09%	87
2024 Q4	$295K	Buy	+4,081	New	+$310K	0.08%	74
2022 Q1	–	Sell	-119,270	Closed	-$8.58M	–	112
2021 Q4	$8.58M	Buy	119,270 +22,620	+23%	+$1.42M	3.02%	7
2021 Q3	$5.5M	Buy	96,650 +9,200	+11%	+$560K	2.62%	11
2021 Q2	$5.69M	Buy	87,450 +17,720	+25%	+$1.12M	2.91%	9
2021 Q1	$4.15M	Sell	69,730 -9,130	-12%	-$497K	3.04%	3
2020 Q4	$3.72M	Buy	+78,860	New	+$3.32M	2.61%	17

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

Seaview Investment Managers's LRCX Position: Q2 2026 in Review

Seaview Investment Managers reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $60.7K and leaving 1,157 shares worth $501K. The position accounts for 0.15% of the portfolio, ranked #54.

Seaview Investment Managers first reported a position in LRCX in Q4 2020 and has held it in 12 quarters since. The position peaked at $8.58M in Q4 2021. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Seaview Investment Managers held 1,157 shares of Lam Research worth $501K as of Q2 2026.
Seaview Investment Managers sold 200 Lam Research shares in Q2 2026, an estimated $60.7K.
Lam Research made up 0.15% of Seaview Investment Managers's portfolio in Q2 2026, its #54 holding.
Seaview Investment Managers first reported a position in Lam Research in Q4 2020 and has held it in 12 quarters since.
Seaview Investment Managers's Lam Research position peaked at $8.58M in Q4 2021.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.