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Synergy Asset Management’s Lam Research LRCX Stock Holding History

Synergy Asset 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 		$16.5M Buy
38,091
+435
+1% +$132K 1.56% 19
2026
Q1 		$8.05M Sell
37,656
-1,480
-4% -$331K 0.85% 25
2025
Q4 		$6.7M Sell
39,136
-62,445
-61% -$9.71M 0.7% 28
2025
Q3 		$13.6M Buy
+101,581
New +$10.8M 0.49% 41
2025
Q1 		– Sell
-22,394
Closed -$9.4M – 513
2024
Q4 		$9.4M Sell
22,394
-82,206
-79% -$6.24M 0.73% 31
2024
Q3 		$8.54M Buy
+104,600
New +$9.09M 1.3% 18

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

Synergy Asset Management's LRCX Position: Q2 2026 in Review

Synergy Asset Management increased its Lam Research (LRCX) stake by 1.2% in Q2 2026, buying an estimated $132K and bringing the position to 38,091 shares worth $16.5M. The position accounts for 1.56% of the portfolio, ranked #19.

Synergy Asset Management first reported a position in LRCX in Q3 2024 and has held it in 6 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Synergy Asset Management held 38,091 shares of Lam Research worth $16.5M as of Q2 2026.
  • Synergy Asset Management bought 435 Lam Research shares in Q2 2026, an estimated $132K.
  • Lam Research made up 1.56% of Synergy Asset Management's portfolio in Q2 2026, its #19 holding.
  • Synergy Asset Management first reported a position in Lam Research in Q3 2024 and has held it in 6 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.