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Stoneridge Investment Partners’s Lam Research LRCX Stock Holding History

Stoneridge Investment Partners’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 		$2.28M Sell
7,770
-1,507
-16% -$457K 1.49% 10
2026
Q1 		$1.98M Buy
+9,277
New +$2.07M 1.43% 16
2025
Q4 		– Sell
-4,088
Closed -$547K – 150
2025
Q3 		$547K Buy
+4,088
New +$433K 0.38% 66
2025
Q1 		– Sell
-26,474
Closed -$1.91M – 143
2024
Q4 		$1.91M Buy
+26,474
New +$2.01M 0.68% 46
2024
Q3 		– Sell
-10,790
Closed -$1.15M – 138
2024
Q2 		$1.15M Sell
10,790
-500
-4% -$48K 0.43% 67
2024
Q1 		$1.1M Buy
+11,290
New +$993K 0.42% 63
2023
Q3 		– Sell
-10,210
Closed -$656K – 111
2023
Q2 		$656K Sell
10,210
-23,330
-70% -$1.32M 0.29% 72
2023
Q1 		$1.78M Sell
33,540
-20,080
-37% -$985K 0.94% 36
2022
Q4 		$2.25M Sell
53,620
-4,670
-8% -$195K 1.24% 28
2022
Q3 		$2.13M Hold
58,290
– – 1.25% 25
2022
Q2 		$2.48M Hold
58,290
– – 1.37% 23
2022
Q1 		$3.13M Buy
58,290
+19,850
+52% +$1.16M 1.47% 23
2021
Q4 		$2.76M Buy
+38,440
New +$2.41M 1.27% 24
2021
Q3 		– Sell
-33,540
Closed -$2.18M – 125
2021
Q2 		$2.18M Buy
33,540
+4,740
+16% +$299K 1.06% 27
2021
Q1 		$1.71M Buy
+28,800
New +$1.57M 0.9% 35
2020
Q3 		– Sell
-20,740
Closed -$671K – 123
2020
Q2 		$671K Sell
20,740
-3,000
-13% -$81.8K 0.28% 83
2020
Q1 		$570K Sell
23,740
-44,390
-65% -$1.28M 0.26% 83
2019
Q4 		$1.99M Sell
68,130
-35,720
-34% -$949K 0.67% 48
2019
Q3 		$2.4M Sell
103,850
-72,510
-41% -$1.52M 0.88% 40
2019
Q2 		$3.31M Buy
176,360
+142,060
+414% +$2.7M 1.18% 29
2019
Q1 		$614K Sell
34,300
-180,520
-84% -$3.01M 0.18% 101
2018
Q4 		$2.92M Buy
214,820
+169,230
+371% +$2.43M 0.92% 36
2018
Q3 		$692K Buy
+45,590
New +$779K 0.15% 107

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

Stoneridge Investment Partners's LRCX Position: Q2 2026 in Review

Stoneridge Investment Partners reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $457K and leaving 7,770 shares worth $2.28M. The position accounts for 1.49% of the portfolio, ranked #10.

Stoneridge Investment Partners first reported a position in LRCX in Q3 2018 and has held it in 23 quarters since. The position peaked at $3.31M in Q2 2019. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Stoneridge Investment Partners held 7,770 shares of Lam Research worth $2.28M as of Q2 2026.
  • Stoneridge Investment Partners sold 1,507 Lam Research shares in Q2 2026, an estimated $457K.
  • Lam Research made up 1.49% of Stoneridge Investment Partners's portfolio in Q2 2026, its #10 holding.
  • Stoneridge Investment Partners first reported a position in Lam Research in Q3 2018 and has held it in 23 quarters since.
  • Stoneridge Investment Partners's Lam Research position peaked at $3.31M in Q2 2019.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.