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Tower Bridge Advisors’s Lam Research LRCX Stock Holding History

Tower Bridge 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 		$44.8M Sell
103,392
-3,526
-3% -$1.07M 4.04% 5
2026
Q1 		$22.8M Sell
106,918
-26,803
-20% -$5.99M 2.21% 6
2025
Q4 		$22.9M Sell
133,721
-3,336
-2% -$519K 2.31% 7
2025
Q3 		$18.4M Sell
137,057
-1,494
-1% -$158K 1.83% 9
2025
Q2 		$13.5M Sell
138,551
-2,899
-2% -$230K 1.45% 15
2025
Q1 		$10.3M Buy
141,450
+102,395
+262% +$8.06M 1.15% 25
2024
Q4 		$2.82M Buy
39,055
+3,075
+9% +$233K 0.3% 79
2024
Q3 		$2.94M Buy
35,980
+250
+0.7% +$21.7K 0.3% 78
2024
Q2 		$3.8M Buy
35,730
+550
+2% +$52.7K 0.42% 67
2024
Q1 		$3.42M Sell
35,180
-1,050
-3% -$92.4K 0.35% 73
2023
Q4 		$2.84M Buy
36,230
+1,350
+4% +$92K 0.24% 92
2023
Q3 		$2.19M Buy
34,880
+2,900
+9% +$191K 0.2% 100
2023
Q2 		$2.06M Buy
31,980
+2,150
+7% +$121K 0.19% 98
2023
Q1 		$1.58M Buy
29,830
+10,250
+52% +$503K 0.13% 124
2022
Q4 		$823K Hold
19,580
– – 0.07% 151
2022
Q3 		$717K Sell
19,580
-750
-4% -$33.4K 0.06% 152
2022
Q2 		$866K Buy
20,330
+840
+4% +$40K 0.07% 145
2022
Q1 		$1.05M Sell
19,490
-2,100
-10% -$122K 0.07% 149
2021
Q4 		$1.55M Sell
21,590
-550
-2% -$34.5K 0.1% 133
2021
Q3 		$1.26M Buy
22,140
+380
+2% +$23.1K 0.08% 138
2021
Q2 		$1.42M Buy
21,760
+2,910
+15% +$184K 0.09% 136
2021
Q1 		$1.12M Buy
18,850
+650
+4% +$35.4K 0.08% 138
2020
Q4 		$860K Buy
+18,200
New +$766K 0.07% 143

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

Tower Bridge Advisors's LRCX Position: Q2 2026 in Review

Tower Bridge Advisors reduced its Lam Research (LRCX) stake by 3.3% in Q2 2026, selling an estimated $1.07M and leaving 103,392 shares worth $44.8M. The position accounts for 4.04% of the portfolio, ranked #5.

Tower Bridge Advisors first reported a position in LRCX in Q4 2020 and has held it in 23 quarters since. 3,132 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Tower Bridge Advisors held 103,392 shares of Lam Research worth $44.8M as of Q2 2026.
  • Tower Bridge Advisors sold 3,526 Lam Research shares in Q2 2026, an estimated $1.07M.
  • Lam Research made up 4.04% of Tower Bridge Advisors's portfolio in Q2 2026, its #5 holding.
  • Tower Bridge Advisors first reported a position in Lam Research in Q4 2020 and has held it in 23 quarters since.
  • 3,132 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.