Stirlingshire Investments’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$723K Buy
1,669
+312
+23% +$94.7K 0.54% 46
2026
Q1
$290K Sell
1,357
-482
-26% -$108K 0.25% 120
2025
Q4
$315K Buy
+1,839
New +$286K 0.28% 103

Other funds holding LRCX

Stirlingshire Investments's LRCX Position: Q2 2026 in Review

Stirlingshire Investments increased its Lam Research (LRCX) stake by 23% in Q2 2026, buying an estimated $94.7K and bringing the position to 1,669 shares worth $723K. The position accounts for 0.54% of the portfolio, ranked #46.

Stirlingshire Investments first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Stirlingshire Investments held 1,669 shares of Lam Research worth $723K as of Q2 2026.
  • Stirlingshire Investments bought 312 Lam Research shares in Q2 2026, an estimated $94.7K.
  • Lam Research made up 0.54% of Stirlingshire Investments's portfolio in Q2 2026, its #46 holding.
  • Stirlingshire Investments first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.