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Smartleaf Asset Management’s Lam Research LRCX Stock Holding History

Smartleaf Asset Management’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 		$13.5M Hold
32,736
– – 0.44% 43
2026
Q1 		$6.54M Buy
32,736
+101
+0.3% +$22.6K 0.24% 75
2025
Q4 		$5.67M Buy
32,635
+8,000
+32% +$1.24M 0.21% 82
2025
Q3 		$3.23M Buy
24,635
+5,676
+30% +$601K 0.2% 109
2025
Q2 		$1.84M Sell
18,959
-3,475
-15% -$276K 0.16% 134
2025
Q1 		$1.63M Buy
22,434
+4,376
+24% +$345K 0.16% 152
2024
Q4 		$1.3M Buy
18,058
+3,758
+26% +$285K 0.13% 165
2024
Q3 		$1.18M Buy
14,300
+3,000
+27% +$261K 0.14% 164
2024
Q2 		$1.19M Buy
11,300
+2,180
+24% +$209K 0.2% 123
2024
Q1 		$881K Buy
9,120
+3,730
+69% +$328K 0.17% 145
2023
Q4 		$423K Buy
+5,390
New +$367K 0.11% 186

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

Smartleaf Asset Management's LRCX Position: Q2 2026 in Review

Smartleaf Asset Management held its Lam Research (LRCX) position steady in Q2 2026 at 32,736 shares worth $13.5M. The position accounts for 0.44% of the portfolio, ranked #43.

Smartleaf Asset Management first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Smartleaf Asset Management held 32,736 shares of Lam Research worth $13.5M as of Q2 2026.
  • Smartleaf Asset Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.44% of Smartleaf Asset Management's portfolio in Q2 2026, its #43 holding.
  • Smartleaf Asset Management first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.