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Spirepoint Private Client’s Lam Research LRCX Stock Holding History

Spirepoint Private Client’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 		$19.6M Buy
45,202
+1,889
+4% +$573K 1.59% 16
2026
Q1 		$9.25M Buy
43,313
+22,694
+110% +$5.07M 0.88% 33
2025
Q4 		$3.53M Buy
20,619
+19
+0.1% +$2.96K 0.34% 57
2025
Q3 		$2.76M Sell
20,600
-746
-3% -$79K 0.29% 73
2025
Q2 		$2.08M Buy
21,346
+3
+0% +$238 0.23% 78
2025
Q1 		$1.55M Sell
21,343
-4,540
-18% -$358K 0.2% 71
2024
Q4 		$1.87M Buy
25,883
+15,343
+146% +$1.16M 0.23% 66
2024
Q3 		$860K Sell
10,540
-70
-0.7% -$6.09K 0.11% 109
2024
Q2 		$1.13M Sell
10,610
-110
-1% -$10.6K 0.16% 86
2024
Q1 		$1.04M Buy
+10,720
New +$943K 0.16% 89

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

Spirepoint Private Client's LRCX Position: Q2 2026 in Review

Spirepoint Private Client increased its Lam Research (LRCX) stake by 4.4% in Q2 2026, buying an estimated $573K and bringing the position to 45,202 shares worth $19.6M. The position accounts for 1.59% of the portfolio, ranked #16.

Spirepoint Private Client first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Spirepoint Private Client held 45,202 shares of Lam Research worth $19.6M as of Q2 2026.
  • Spirepoint Private Client bought 1,889 Lam Research shares in Q2 2026, an estimated $573K.
  • Lam Research made up 1.59% of Spirepoint Private Client's portfolio in Q2 2026, its #16 holding.
  • Spirepoint Private Client first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.