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Stanley-Laman Group’s Lam Research LRCX Stock Holding History

Stanley-Laman Group’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 		$27.6M Sell
63,629
-2,289
-3% -$695K 2.8% 1
2026
Q1 		$14.1M Buy
65,918
+533
+0.8% +$119K 1.73% 5
2025
Q4 		$11.2M Sell
65,385
-252
-0.4% -$39.2K 1.42% 8
2025
Q3 		$8.79M Buy
+65,637
New +$6.95M 1.25% 12
2021
Q3 		– Sell
-9,070
Closed -$590K – 266
2021
Q2 		$590K Hold
9,070
– – 0.08% 206
2021
Q1 		$540K Buy
+9,070
New +$494K 0.09% 208

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

Stanley-Laman Group's LRCX Position: Q2 2026 in Review

Stanley-Laman Group reduced its Lam Research (LRCX) stake by 3.5% in Q2 2026, selling an estimated $695K and leaving 63,629 shares worth $27.6M. The position accounts for 2.8% of the portfolio, ranked #1.

Stanley-Laman Group first reported a position in LRCX in Q1 2021 and has held it in 6 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Stanley-Laman Group held 63,629 shares of Lam Research worth $27.6M as of Q2 2026.
  • Stanley-Laman Group sold 2,289 Lam Research shares in Q2 2026, an estimated $695K.
  • Lam Research made up 2.8% of Stanley-Laman Group's portfolio in Q2 2026, its #1 holding.
  • Stanley-Laman Group first reported a position in Lam Research in Q1 2021 and has held it in 6 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.