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Tennessee Valley Asset Management Partners’s Lam Research LRCX Stock Holding History

Tennessee Valley Asset Management Partners’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 		$1.12M Sell
2,583
-80
-3% -$24.3K 0.12% 91
2026
Q1 		$569K Sell
2,663
-1,486
-36% -$332K 0.08% 108
2025
Q4 		$710K Sell
4,149
-44
-1% -$6.84K 0.09% 97
2025
Q3 		$561K Buy
+4,193
New +$444K 0.08% 106
2025
Q2 		– Sell
-4,205
Closed -$306K – 133
2025
Q1 		$306K Sell
4,205
-139
-3% -$10.9K 0.05% 132
2024
Q4 		$314K Buy
4,344
+4
+0.1% +$303 0.05% 119
2024
Q3 		$354K Buy
4,340
+10
+0.2% +$869 0.06% 120
2024
Q2 		$462K Hold
4,330
– – 0.09% 97
2024
Q1 		$421K Sell
4,330
-4,310
-50% -$379K 0.1% 83
2023
Q4 		$677K Buy
8,640
+4,360
+102% +$297K 0.09% 92
2023
Q3 		$268K Buy
+4,280
New +$281K 0.09% 93

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

Tennessee Valley Asset Management Partners's LRCX Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its Lam Research (LRCX) stake by 3% in Q2 2026, selling an estimated $24.3K and leaving 2,583 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #91.

Tennessee Valley Asset Management Partners first reported a position in LRCX in Q3 2023 and has held it in 11 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 2,583 shares of Lam Research worth $1.12M as of Q2 2026.
  • Tennessee Valley Asset Management Partners sold 80 Lam Research shares in Q2 2026, an estimated $24.3K.
  • Lam Research made up 0.12% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #91 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Lam Research in Q3 2023 and has held it in 11 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.