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Shepherd Financial Partners’s Lam Research LRCX Stock Holding History

Shepherd Financial Partners’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 		$1.77M Buy
4,074
+78
+2% +$23.7K 0.15% 91
2026
Q1 		$854K Sell
3,996
-70
-2% -$15.7K 0.08% 125
2025
Q4 		$696K Sell
4,066
-2,023
-33% -$315K 0.06% 139
2025
Q3 		$815K Sell
6,089
-36
-0.6% -$3.81K 0.08% 121
2025
Q2 		$596K Buy
6,125
+53
+0.9% +$4.2K 0.06% 138
2025
Q1 		$441K Buy
6,072
+266
+5% +$20.9K 0.05% 163
2024
Q4 		$419K Buy
5,806
+66
+1% +$5.01K 0.05% 154
2024
Q3 		$469K Buy
5,740
+260
+5% +$22.6K 0.06% 151
2024
Q2 		$583K Buy
5,480
+70
+1% +$6.71K 0.08% 137
2024
Q1 		$527K Buy
5,410
+190
+4% +$16.7K 0.07% 145
2023
Q4 		$409K Buy
5,220
+110
+2% +$7.5K 0.06% 156
2023
Q3 		$320K Sell
5,110
-60
-1% -$3.94K 0.05% 159
2023
Q2 		$332K Buy
+5,170
New +$291K 0.05% 154

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

Shepherd Financial Partners's LRCX Position: Q2 2026 in Review

Shepherd Financial Partners increased its Lam Research (LRCX) stake by 2% in Q2 2026, buying an estimated $23.7K and bringing the position to 4,074 shares worth $1.77M. The position accounts for 0.15% of the portfolio, ranked #91.

Shepherd Financial Partners first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Shepherd Financial Partners held 4,074 shares of Lam Research worth $1.77M as of Q2 2026.
  • Shepherd Financial Partners bought 78 Lam Research shares in Q2 2026, an estimated $23.7K.
  • Lam Research made up 0.15% of Shepherd Financial Partners's portfolio in Q2 2026, its #91 holding.
  • Shepherd Financial Partners first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.