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Synergy Investment Management’s Lam Research LRCX Stock Holding History

Synergy 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 		$325K Buy
827
+566
+217% +$172K 0.08% 122
2026
Q1 		$55.9K Buy
+261
New +$58.4K 0.02% 270
2025
Q2 		– Sell
-201
Closed -$14.6K – 371
2025
Q1 		$14.6K Sell
201
-1
-0.5% -$79 0.01% 345
2024
Q4 		$14.5K Buy
+202
New +$15.3K 0.01% 353

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 Investment Management's LRCX Position: Q2 2026 in Review

Synergy Investment Management increased its Lam Research (LRCX) stake by 217% in Q2 2026, buying an estimated $172K and bringing the position to 827 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #122.

Synergy Investment Management first reported a position in LRCX in Q4 2024 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Synergy Investment Management held 827 shares of Lam Research worth $325K as of Q2 2026.
  • Synergy Investment Management bought 566 Lam Research shares in Q2 2026, an estimated $172K.
  • Lam Research made up 0.08% of Synergy Investment Management's portfolio in Q2 2026, its #122 holding.
  • Synergy Investment Management first reported a position in Lam Research in Q4 2024 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.