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Thoroughbred Financial Services’s Lam Research LRCX Stock Holding History

Thoroughbred Financial Services’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 		$10.1M Buy
23,376
+1,259
+6% +$382K 0.49% 43
2026
Q1 		$4.72M Sell
22,117
-262
-1% -$58.6K 0.28% 75
2025
Q4 		$3.83M Buy
22,379
+181
+0.8% +$28.2K 0.23% 94
2025
Q3 		$2.97M Buy
22,198
+11,883
+115% +$1.26M 0.18% 116
2025
Q2 		$1M Sell
10,315
-5,122
-33% -$406K 0.07% 270
2025
Q1 		$1.12M Buy
15,437
+19
+0.1% +$1.5K 0.07% 271
2024
Q4 		$1.11M Buy
+15,418
New +$1.17M 0.07% 269
2024
Q3 		– Sell
-16,300
Closed -$1.74M – 674
2024
Q2 		$1.74M Buy
16,300
+5,590
+52% +$536K 0.12% 172
2024
Q1 		$1.04M Sell
10,710
-7,390
-41% -$650K 0.1% 194
2023
Q4 		$1.42M Sell
18,100
-2,330
-11% -$159K 0.11% 180
2023
Q3 		$1.28M Buy
20,430
+1,140
+6% +$74.9K 0.13% 176
2023
Q2 		$1.24M Sell
19,290
-140
-0.7% -$7.89K 0.16% 141
2023
Q1 		$1.03M Buy
19,430
+530
+3% +$26K 0.15% 152
2022
Q4 		$794K Buy
18,900
+6,590
+54% +$276K 0.13% 173
2022
Q3 		$450K Sell
12,310
-230
-2% -$10.2K 0.09% 220
2022
Q2 		$534K Sell
12,540
-3,130
-20% -$149K 0.1% 209
2022
Q1 		$842K Buy
15,670
+2,550
+19% +$148K 0.14% 160
2021
Q4 		$943K Buy
13,120
+4,440
+51% +$278K 0.2% 119
2021
Q3 		$494K Buy
8,680
+1,350
+18% +$82.1K 0.12% 169
2021
Q2 		$477K Buy
7,330
+3,080
+72% +$194K 0.12% 179
2021
Q1 		$253K Buy
+4,250
New +$232K 0.07% 241

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

Thoroughbred Financial Services's LRCX Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Lam Research (LRCX) stake by 5.7% in Q2 2026, buying an estimated $382K and bringing the position to 23,376 shares worth $10.1M. The position accounts for 0.49% of the portfolio, ranked #43.

Thoroughbred Financial Services first reported a position in LRCX in Q1 2021 and has held it in 21 quarters since. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Thoroughbred Financial Services held 23,376 shares of Lam Research worth $10.1M as of Q2 2026.
  • Thoroughbred Financial Services bought 1,259 Lam Research shares in Q2 2026, an estimated $382K.
  • Lam Research made up 0.49% of Thoroughbred Financial Services's portfolio in Q2 2026, its #43 holding.
  • Thoroughbred Financial Services first reported a position in Lam Research in Q1 2021 and has held it in 21 quarters since.
  • 3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.