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Stokes Family Office’s Lam Research LRCX Stock Holding History

Stokes Family Office’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 		$6.12M Sell
14,133
-1,443
-9% -$438K 0.71% 42
2026
Q1 		$3.33M Sell
15,576
-230
-1% -$51.4K 0.34% 74
2025
Q4 		$2.71M Sell
15,806
-4,046
-20% -$629K 0.25% 82
2025
Q3 		$2.66M Sell
19,852
-809
-4% -$85.7K 0.25% 82
2025
Q2 		$2.01M Buy
20,661
+180
+0.9% +$14.3K 0.21% 89
2025
Q1 		$1.49M Sell
20,481
-2,325
-10% -$183K 0.17% 101
2024
Q4 		$1.65M Sell
22,806
-2,134
-9% -$162K 0.18% 96
2024
Q3 		$2.04M Hold
24,940
– – 0.22% 81
2024
Q2 		$2.66M Buy
24,940
+310
+1% +$29.7K 0.31% 70
2024
Q1 		$2.39M Hold
24,630
– – 0.3% 75
2023
Q4 		$1.93M Sell
24,630
-2,120
-8% -$144K 0.26% 81
2023
Q3 		$1.68M Sell
26,750
-90
-0.3% -$5.91K 0.2% 94
2023
Q2 		$1.73M Sell
26,840
-1,860
-6% -$105K 0.2% 88
2023
Q1 		$1.52M Buy
28,700
+230
+0.8% +$11.3K 0.19% 92
2022
Q4 		$1.2M Buy
28,470
+2,500
+10% +$105K 0.15% 99
2022
Q3 		$950K Buy
25,970
+4,630
+22% +$206K 0.14% 110
2022
Q2 		$909K Buy
21,340
+3,680
+21% +$175K 0.12% 112
2022
Q1 		$949K Buy
17,660
+1,040
+6% +$60.5K 0.13% 106
2021
Q4 		$1.2M Buy
16,620
+430
+3% +$27K 0.15% 89
2021
Q3 		$921K Buy
16,190
+30
+0.2% +$1.82K 0.13% 99
2021
Q2 		$1.05M Sell
16,160
-2,000
-11% -$126K 0.15% 92
2021
Q1 		$1.08M Sell
18,160
-3,750
-17% -$204K 0.17% 86
2020
Q4 		$1.03M Buy
21,910
+520
+2% +$21.9K 0.2% 80
2020
Q3 		$710K Buy
21,390
+440
+2% +$15.2K 0.16% 89
2020
Q2 		$678K Buy
20,950
+1,210
+6% +$33K 0.17% 89
2020
Q1 		$474K Buy
19,740
+690
+4% +$19.9K 0.13% 99
2019
Q4 		$557K Buy
+19,050
New +$506K 0.12% 94

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

Stokes Family Office's LRCX Position: Q2 2026 in Review

Stokes Family Office reduced its Lam Research (LRCX) stake by 9.3% in Q2 2026, selling an estimated $438K and leaving 14,133 shares worth $6.12M. The position accounts for 0.71% of the portfolio, ranked #42.

Stokes Family Office first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Stokes Family Office held 14,133 shares of Lam Research worth $6.12M as of Q2 2026.
  • Stokes Family Office sold 1,443 Lam Research shares in Q2 2026, an estimated $438K.
  • Lam Research made up 0.71% of Stokes Family Office's portfolio in Q2 2026, its #42 holding.
  • Stokes Family Office first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.