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Simon Quick Advisors’s Lam Research LRCX Stock Holding History

Simon Quick Advisors’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 		$654K Sell
1,509
-280
-16% -$85K 0.03% 238
2026
Q1 		$382K Sell
1,789
-980
-35% -$219K 0.02% 277
2025
Q4 		$474K Buy
2,769
+467
+20% +$72.6K 0.02% 256
2025
Q3 		$308K Buy
+2,302
New +$244K 0.01% 322
2025
Q2 		– Sell
-11,212
Closed -$815K – 508
2025
Q1 		$815K Buy
11,212
+3,100
+38% +$244K 0.05% 196
2024
Q4 		$586K Buy
8,112
+2,662
+49% +$202K 0.04% 218
2024
Q3 		$445K Buy
5,450
+1,050
+24% +$91.3K 0.03% 256
2024
Q2 		$469K Buy
4,400
+740
+20% +$71K 0.03% 230
2024
Q1 		$356K Buy
3,660
+590
+19% +$51.9K 0.03% 258
2023
Q4 		$240K Buy
+3,070
New +$209K 0.02% 280
2020
Q4 		– Sell
-450
Closed -$15K – 501
2020
Q3 		$15K Buy
+450
New +$15.5K ﹤0.01% 318
2020
Q2 		– Sell
-120
Closed -$3K – 482
2020
Q1 		$3K Sell
120
-4,390
-97% -$126K ﹤0.01% 392
2019
Q4 		$132K Sell
4,510
-130
-3% -$3.45K 0.05% 119
2019
Q3 		$107K Buy
4,640
+20
+0.4% +$420 0.05% 111
2019
Q2 		$86.7K Buy
4,620
+180
+4% +$3.42K 0.04% 94
2019
Q1 		$79K Buy
+4,440
New +$74.1K 0.03% 138
2017
Q1 		– Sell
-74,900
Closed -$792K – 360
2016
Q4 		$792K Buy
+74,900
New +$761K 0.59% 32

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

Simon Quick Advisors's LRCX Position: Q2 2026 in Review

Simon Quick Advisors reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $85K and leaving 1,509 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #238.

Simon Quick Advisors first reported a position in LRCX in Q4 2016 and has held it in 17 quarters since. The position peaked at $815K in Q1 2025. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Simon Quick Advisors held 1,509 shares of Lam Research worth $654K as of Q2 2026.
  • Simon Quick Advisors sold 280 Lam Research shares in Q2 2026, an estimated $85K.
  • Lam Research made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #238 holding.
  • Simon Quick Advisors first reported a position in Lam Research in Q4 2016 and has held it in 17 quarters since.
  • Simon Quick Advisors's Lam Research position peaked at $815K in Q1 2025.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.