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Sunpointe’s Lam Research LRCX Stock Holding History

Sunpointe’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 		$3.6M Sell
8,301
-618
-7% -$188K 1.02% 29
2026
Q1 		$1.91M Buy
8,919
+663
+8% +$148K 0.62% 38
2025
Q4 		$1.42M Buy
8,256
+43
+0.5% +$6.69K 0.47% 45
2025
Q3 		$1.1M Sell
8,213
-34
-0.4% -$3.6K 0.4% 54
2025
Q2 		$805K Sell
8,247
-722
-8% -$57.3K 0.32% 70
2025
Q1 		$654K Sell
8,969
-55
-0.6% -$4.33K 0.35% 63
2024
Q4 		$654K Sell
9,024
-376
-4% -$28.5K 0.33% 67
2024
Q3 		$770K Buy
9,400
+90
+1% +$7.83K 0.63% 37
2024
Q2 		$994K Buy
9,310
+160
+2% +$15.3K 0.65% 32
2024
Q1 		$891K Buy
9,150
+10
+0.1% +$880 0.99% 24
2023
Q4 		$718K Buy
+9,140
New +$623K 0.91% 26

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

Sunpointe's LRCX Position: Q2 2026 in Review

Sunpointe reduced its Lam Research (LRCX) stake by 6.9% in Q2 2026, selling an estimated $188K and leaving 8,301 shares worth $3.6M. The position accounts for 1.02% of the portfolio, ranked #29.

Sunpointe first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sunpointe held 8,301 shares of Lam Research worth $3.6M as of Q2 2026.
  • Sunpointe sold 618 Lam Research shares in Q2 2026, an estimated $188K.
  • Lam Research made up 1.02% of Sunpointe's portfolio in Q2 2026, its #29 holding.
  • Sunpointe first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.