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Strategic Blueprint’s Lam Research LRCX Stock Holding History

Strategic Blueprint’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 		$3M Buy
6,934
+1,932
+39% +$586K 0.15% 147
2026
Q1 		$1.07M Sell
5,002
-808
-14% -$181K 0.06% 269
2025
Q4 		$995K Sell
5,810
-1,105
-16% -$172K 0.06% 272
2025
Q3 		$926K Sell
6,915
-922
-12% -$97.6K 0.04% 349
2025
Q2 		$763K Sell
7,837
-1,041
-12% -$82.6K 0.04% 353
2025
Q1 		$645K Sell
8,878
-912
-9% -$71.8K 0.04% 376
2024
Q4 		$707K Buy
9,790
+1,830
+23% +$139K 0.04% 334
2024
Q3 		$650K Sell
7,960
-1,360
-15% -$118K 0.04% 341
2024
Q2 		$993K Sell
9,320
-590
-6% -$56.6K 0.07% 242
2024
Q1 		$963K Buy
9,910
+90
+0.9% +$7.92K 0.07% 248
2023
Q4 		$769K Sell
9,820
-1,550
-14% -$106K 0.06% 273
2023
Q3 		$713K Buy
11,370
+1,750
+18% +$115K 0.07% 274
2023
Q2 		$619K Sell
9,620
-40
-0.4% -$2.25K 0.06% 275
2023
Q1 		$512K Buy
9,660
+280
+3% +$13.7K 0.05% 304
2022
Q4 		$394K Buy
9,380
+410
+5% +$17.2K 0.05% 339
2022
Q3 		$328K Sell
8,970
-2,110
-19% -$93.9K 0.04% 348
2022
Q2 		$472K Sell
11,080
-40
-0.4% -$1.9K 0.06% 285
2022
Q1 		$598K Buy
11,120
+1,850
+20% +$108K 0.07% 252
2021
Q4 		$667K Buy
9,270
+1,970
+27% +$123K 0.08% 226
2021
Q3 		$415K Buy
7,300
+3,130
+75% +$190K 0.06% 269
2021
Q2 		$271K Buy
+4,170
New +$263K 0.04% 321

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Strategic Blueprint's LRCX Position: Q2 2026 in Review

Strategic Blueprint increased its Lam Research (LRCX) stake by 39% in Q2 2026, buying an estimated $586K and bringing the position to 6,934 shares worth $3M. The position accounts for 0.15% of the portfolio, ranked #147.

Strategic Blueprint first reported a position in LRCX in Q2 2021 and has held it in 21 quarters since. 1,411 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Strategic Blueprint held 6,934 shares of Lam Research worth $3M as of Q2 2026.
  • Strategic Blueprint bought 1,932 Lam Research shares in Q2 2026, an estimated $586K.
  • Lam Research made up 0.15% of Strategic Blueprint's portfolio in Q2 2026, its #147 holding.
  • Strategic Blueprint first reported a position in Lam Research in Q2 2021 and has held it in 21 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.