Seldon Capital’s Lam Research LRCX Stock Holding History

Seldon Capital’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	$667K	Hold	1,540	–	–	0.21%	47
2026 Q1	$329K	Hold	1,540	–	–	0.12%	55
2025 Q4	$264K	Hold	1,540	–	–	0.09%	57
2025 Q3	$206K	Buy	+1,540	New	+$163K	0.07%	70
2023 Q1	–	Sell	-1,540	Closed	-$64.7K	–	164
2022 Q4	$64.7K	Hold	1,540	–	–	0.06%	114
2022 Q3	$56K	Hold	1,540	–	–	0.04%	125
2022 Q2	$66K	Hold	1,540	–	–	0.04%	121
2022 Q1	$83K	Hold	1,540	–	–	0.05%	117
2021 Q4	$111K	Buy	+1,540	New	+$96.5K	0.07%	103

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 $3.38T AUM 44.17% 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

Seldon Capital's LRCX Position: Q2 2026 in Review

Seldon Capital held its Lam Research (LRCX) position steady in Q2 2026 at 1,540 shares worth $667K. The position accounts for 0.21% of the portfolio, ranked #47.

Seldon Capital first reported a position in LRCX in Q4 2021 and has held it in 9 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Seldon Capital held 1,540 shares of Lam Research worth $667K as of Q2 2026.
Seldon Capital left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.21% of Seldon Capital's portfolio in Q2 2026, its #47 holding.
Seldon Capital first reported a position in Lam Research in Q4 2021 and has held it in 9 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Seldon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.