Tiptree Advisors’s Lam Research LRCX Stock Holding History

Tiptree Advisors’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	$13.6M	Buy	31,300 +1,300	+4%	+$395K	8.38%	3
2026 Q1	$6.41M	Buy	+30,000	New	+$6.71M	3.72%	14

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiptree Advisors's LRCX Position: Q2 2026 in Review

Tiptree Advisors increased its Lam Research (LRCX) stake by 4.3% in Q2 2026, buying an estimated $395K and bringing the position to 31,300 shares worth $13.6M. The position accounts for 8.38% of the portfolio, ranked #3.

Tiptree Advisors first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Tiptree Advisors held 31,300 shares of Lam Research worth $13.6M as of Q2 2026.
Tiptree Advisors bought 1,300 Lam Research shares in Q2 2026, an estimated $395K.
Lam Research made up 8.38% of Tiptree Advisors's portfolio in Q2 2026, its #3 holding.
Tiptree Advisors first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tiptree Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.