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Transcend Capital Advisors’s Lam Research LRCX Stock Holding History

Transcend Capital 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 		$1.59M Buy
3,674
+1,108
+43% +$336K 0.11% 181
2026
Q1 		$548K Sell
2,566
-26
-1% -$5.81K 0.04% 362
2025
Q4 		$444K Buy
2,592
+329
+15% +$51.2K 0.03% 392
2025
Q3 		$303K Buy
+2,263
New +$240K 0.02% 529
2025
Q2 		– Sell
-8,065
Closed -$586K – 674
2025
Q1 		$586K Buy
8,065
+182
+2% +$14.3K 0.04% 333
2024
Q4 		$569K Sell
7,883
-1,497
-16% -$114K 0.04% 321
2024
Q3 		$766K Buy
9,380
+190
+2% +$16.5K 0.05% 310
2024
Q2 		$979K Buy
9,190
+310
+3% +$29.7K 0.07% 254
2024
Q1 		$863K Sell
8,880
-180
-2% -$15.8K 0.07% 251
2023
Q4 		$710K Buy
+9,060
New +$617K 0.06% 262
2023
Q3 		– Sell
-3,320
Closed -$214K – 504
2023
Q2 		$214K Buy
+3,320
New +$187K 0.02% 447
2023
Q1 		– Sell
-5,000
Closed -$210K – 510
2022
Q4 		$210K Sell
5,000
-820
-14% -$34.3K 0.02% 440
2022
Q3 		$213K Buy
+5,820
New +$259K 0.02% 435

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

Transcend Capital Advisors's LRCX Position: Q2 2026 in Review

Transcend Capital Advisors increased its Lam Research (LRCX) stake by 43% in Q2 2026, buying an estimated $336K and bringing the position to 3,674 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #181.

Transcend Capital Advisors first reported a position in LRCX in Q3 2022 and has held it in 13 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Transcend Capital Advisors held 3,674 shares of Lam Research worth $1.59M as of Q2 2026.
  • Transcend Capital Advisors bought 1,108 Lam Research shares in Q2 2026, an estimated $336K.
  • Lam Research made up 0.11% of Transcend Capital Advisors's portfolio in Q2 2026, its #181 holding.
  • Transcend Capital Advisors first reported a position in Lam Research in Q3 2022 and has held it in 13 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.