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Seeds Investor’s Lam Research LRCX Stock Holding History

Seeds Investor’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 		$6.48M Buy
14,960
+8,495
+131% +$2.58M 0.67% 34
2026
Q1 		$1.76M Buy
6,465
+312
+5% +$69.8K 0.24% 78
2025
Q4 		$1.05M Sell
6,153
-1,583
-20% -$246K 0.2% 82
2025
Q3 		$1.04M Sell
7,736
-16
-0.2% -$1.69K 0.22% 77
2025
Q2 		$755K Sell
7,752
-864
-10% -$68.5K 0.18% 84
2025
Q1 		$626K Sell
8,616
-338
-4% -$26.6K 0.18% 84
2024
Q4 		$647K Sell
8,954
-816
-8% -$61.9K 0.18% 81
2024
Q3 		$797K Sell
9,770
-5,320
-35% -$463K 0.3% 64
2024
Q2 		$1.61M Buy
15,090
+2,040
+16% +$196K 0.82% 17
2024
Q1 		$1.27M Buy
13,050
+440
+3% +$38.7K 1.17% 10
2023
Q4 		$988K Buy
+12,610
New +$859K 1.12% 10

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

Seeds Investor's LRCX Position: Q2 2026 in Review

Seeds Investor increased its Lam Research (LRCX) stake by 131% in Q2 2026, buying an estimated $2.58M and bringing the position to 14,960 shares worth $6.48M. The position accounts for 0.67% of the portfolio, ranked #34.

Seeds Investor first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Seeds Investor held 14,960 shares of Lam Research worth $6.48M as of Q2 2026.
  • Seeds Investor bought 8,495 Lam Research shares in Q2 2026, an estimated $2.58M.
  • Lam Research made up 0.67% of Seeds Investor's portfolio in Q2 2026, its #34 holding.
  • Seeds Investor first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.