Shufro Rose & Co’s Lam Research LRCX Stock Holding History

Shufro Rose & Co’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	$1.65M	Sell	3,800 -3,200	-46%	-$971K	0.09%	93
2026 Q1	$1.5M	Hold	7,000	–	–	0.1%	96
2025 Q4	$1.2M	Hold	7,000	–	–	0.08%	105
2025 Q3	$509K	Hold	7,000	–	–	0.04%	184
2025 Q2	$509K	Hold	7,000	–	–	0.04%	181
2025 Q1	$509K	Hold	7,000	–	–	0.04%	182
2024 Q4	$506K	Hold	7,000	–	–	0.04%	170
2024 Q3	$745K	Hold	7,000	–	–	0.06%	136
2024 Q2	$745K	Hold	7,000	–	–	0.06%	136
2024 Q1	$680K	Hold	7,000	–	–	0.06%	134
2023 Q4	$439K	Hold	7,000	–	–	0.04%	169
2023 Q3	$439K	Hold	7,000	–	–	0.04%	169
2023 Q2	$450K	Hold	7,000	–	–	0.04%	173
2023 Q1	$371K	Hold	7,000	–	–	0.03%	200
2022 Q4	$294K	Hold	7,000	–	–	0.02%	240
2022 Q3	$256K	Buy	+7,000	New	+$312K	0.03%	238

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

Shufro Rose & Co's LRCX Position: Q2 2026 in Review

Shufro Rose & Co reduced its Lam Research (LRCX) stake by 46% in Q2 2026, selling an estimated $971K and leaving 3,800 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #93.

Shufro Rose & Co first reported a position in LRCX in Q3 2022 and has held it in 16 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Shufro Rose & Co held 3,800 shares of Lam Research worth $1.65M as of Q2 2026.
Shufro Rose & Co sold 3,200 Lam Research shares in Q2 2026, an estimated $971K.
Lam Research made up 0.09% of Shufro Rose & Co's portfolio in Q2 2026, its #93 holding.
Shufro Rose & Co first reported a position in Lam Research in Q3 2022 and has held it in 16 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.