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Stratos Investment Management’s Lam Research LRCX Stock Holding History

Stratos Investment Management’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 		$9.57M Buy
22,090
+18,200
+468% +$5.52M 0.35% 64
2026
Q1 		$831K Buy
3,890
+1,064
+38% +$238K 0.03% 196
2025
Q4 		$484K Sell
2,826
-533
-16% -$82.9K 0.02% 241
2025
Q3 		$450K Sell
3,359
-427
-11% -$45.2K 0.02% 257
2025
Q2 		$369K Buy
3,786
+737
+24% +$58.5K 0.02% 280
2025
Q1 		$222K Buy
3,049
+57
+2% +$4.49K 0.01% 292
2024
Q4 		$216K Buy
+2,992
New +$227K 0.01% 257
2024
Q3 		– Sell
-3,130
Closed -$333K – 257
2024
Q2 		$333K Buy
3,130
+190
+6% +$18.2K 0.03% 170
2024
Q1 		$286K Buy
2,940
+90
+3% +$7.92K 0.03% 166
2023
Q4 		$223K Buy
+2,850
New +$194K 0.03% 173
2023
Q2 		– Sell
-3,910
Closed -$207K – 173
2023
Q1 		$207K Buy
+3,910
New +$192K 0.03% 168
2022
Q3 		– Sell
-4,880
Closed -$208K – 154
2022
Q2 		$208K Sell
4,880
-540
-10% -$25.7K 0.04% 146
2022
Q1 		$291K Sell
5,420
-230
-4% -$13.4K 0.05% 139
2021
Q4 		$406K Sell
5,650
-580
-9% -$36.4K 0.06% 130
2021
Q3 		$355K Buy
+6,230
New +$379K 0.06% 178

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 $3.38T AUM 44.17% 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

Stratos Investment Management's LRCX Position: Q2 2026 in Review

Stratos Investment Management increased its Lam Research (LRCX) stake by 468% in Q2 2026, buying an estimated $5.52M and bringing the position to 22,090 shares worth $9.57M. The position accounts for 0.35% of the portfolio, ranked #64.

Stratos Investment Management first reported a position in LRCX in Q3 2021 and has held it in 15 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Stratos Investment Management held 22,090 shares of Lam Research worth $9.57M as of Q2 2026.
  • Stratos Investment Management bought 18,200 Lam Research shares in Q2 2026, an estimated $5.52M.
  • Lam Research made up 0.35% of Stratos Investment Management's portfolio in Q2 2026, its #64 holding.
  • Stratos Investment Management first reported a position in Lam Research in Q3 2021 and has held it in 15 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.