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Trifecta Capital Advisors’s Lam Research LRCX Stock Holding History

Trifecta 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 		$18M Buy
41,475
+1,102
+3% +$335K 2.32% 16
2026
Q1 		$8.63M Buy
40,373
+535
+1% +$120K 1.34% 23
2025
Q4 		$6.82M Buy
39,838
+1,008
+3% +$157K 1.01% 34
2025
Q3 		$5.2M Buy
38,830
+32,040
+472% +$3.39M 0.79% 40
2025
Q2 		$661K Buy
6,790
+6,750
+16,875% +$535K 0.11% 64
2025
Q1 		$2.91K Hold
40
– – ﹤0.01% 272
2024
Q4 		$2.89K Hold
40
– – ﹤0.01% 268
2024
Q3 		$3.27K Hold
40
– – ﹤0.01% 267
2024
Q2 		$4.26K Hold
40
– – ﹤0.01% 250
2024
Q1 		$3.89K Hold
40
– – ﹤0.01% 245
2023
Q4 		$3.13K Sell
40
-30
-43% -$2.04K ﹤0.01% 284
2023
Q3 		$4.39K Buy
70
+30
+75% +$1.97K ﹤0.01% 243
2023
Q2 		$2.57K Hold
40
– – ﹤0.01% 277
2023
Q1 		$2.12K Hold
40
– – ﹤0.01% 299
2022
Q4 		$1.68K Buy
+40
New +$1.67K ﹤0.01% 328

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

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

Trifecta Capital Advisors increased its Lam Research (LRCX) stake by 2.7% in Q2 2026, buying an estimated $335K and bringing the position to 41,475 shares worth $18M. The position accounts for 2.32% of the portfolio, ranked #16.

Trifecta Capital Advisors first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Trifecta Capital Advisors held 41,475 shares of Lam Research worth $18M as of Q2 2026.
  • Trifecta Capital Advisors bought 1,102 Lam Research shares in Q2 2026, an estimated $335K.
  • Lam Research made up 2.32% of Trifecta Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Trifecta Capital Advisors first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.