Strathmore Capital Advisors’s Lam Research LRCX Stock Holding History

Strathmore Capital Advisors’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	$2.54M	Sell	7,903 -897	-10%	-$272K	0.69%	22
2026 Q1	$2.36M	Sell	8,800 -368	-4%	-$82.3K	0.67%	25
2025 Q4	$1.57M	Sell	9,168 -314	-3%	-$48.8K	0.51%	27
2025 Q3	$1.27M	Sell	9,482 -296	-3%	-$31.3K	0.52%	27
2025 Q2	$976K	Buy	+9,778	New	+$776K	0.43%	33

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strathmore Capital Advisors's LRCX Position: Q2 2026 in Review

Strathmore Capital Advisors reduced its Lam Research (LRCX) stake by 10% in Q2 2026, selling an estimated $272K and leaving 7,903 shares worth $2.54M. The position accounts for 0.69% of the portfolio, ranked #22.

Strathmore Capital Advisors first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Strathmore Capital Advisors held 7,903 shares of Lam Research worth $2.54M as of Q2 2026.
Strathmore Capital Advisors sold 897 Lam Research shares in Q2 2026, an estimated $272K.
Lam Research made up 0.69% of Strathmore Capital Advisors's portfolio in Q2 2026, its #22 holding.
Strathmore Capital Advisors first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.