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Stiles Financial Services’s Lam Research LRCX Stock Holding History

Stiles Financial Services’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 		$21M Sell
48,385
-2,751
-5% -$835K 5.27% 2
2026
Q1 		$10.9M Sell
51,136
-397
-0.8% -$88.8K 3.34% 2
2025
Q4 		$8.82M Sell
51,533
-1,962
-4% -$305K 2.72% 5
2025
Q3 		$7.16M Buy
53,495
+1,373
+3% +$145K 2.26% 8
2025
Q2 		$5.07M Buy
52,122
+2,456
+5% +$195K 1.75% 7
2025
Q1 		$3.61M Buy
49,666
+2,096
+4% +$165K 1.39% 15
2024
Q4 		$3.44M Buy
47,570
+3,990
+9% +$303K 1.24% 19
2024
Q3 		$3.56M Buy
43,580
+4,610
+12% +$401K 1.26% 19
2024
Q2 		$4.16M Sell
38,970
-840
-2% -$80.6K 1.6% 11
2024
Q1 		$3.88M Buy
39,810
+1,090
+3% +$95.9K 1.55% 13
2023
Q4 		$3.04M Buy
38,720
+3,040
+9% +$207K 1.38% 15
2023
Q3 		$2.24M Buy
35,680
+6,960
+24% +$457K 1.16% 20
2023
Q2 		$1.85M Buy
28,720
+7,510
+35% +$423K 0.92% 29
2023
Q1 		$1.12M Buy
21,210
+6,700
+46% +$329K 0.6% 55
2022
Q4 		$610K Buy
+14,510
New +$607K 0.35% 84

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

Stiles Financial Services's LRCX Position: Q2 2026 in Review

Stiles Financial Services reduced its Lam Research (LRCX) stake by 5.4% in Q2 2026, selling an estimated $835K and leaving 48,385 shares worth $21M. The position accounts for 5.27% of the portfolio, ranked #2.

Stiles Financial Services first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Stiles Financial Services held 48,385 shares of Lam Research worth $21M as of Q2 2026.
  • Stiles Financial Services sold 2,751 Lam Research shares in Q2 2026, an estimated $835K.
  • Lam Research made up 5.27% of Stiles Financial Services's portfolio in Q2 2026, its #2 holding.
  • Stiles Financial Services first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.