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Tucker Asset Management’s Lam Research LRCX Stock Holding History

Tucker Asset Management’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 		– Sell
-2,056
Closed -$439K – 442
2026
Q1 		$439K Buy
2,056
+346
+20% +$77.4K 0.13% 64
2025
Q4 		$293K Buy
+1,710
New +$266K 0.09% 70
2025
Q1 		– Sell
-3,402
Closed -$246K – 652
2024
Q4 		$246K Buy
3,402
+932
+38% +$70.7K 0.03% 114
2024
Q3 		$202K Buy
2,470
+20
+0.8% +$1.74K 0.05% 146
2024
Q2 		$261K Buy
2,450
+50
+2% +$4.79K 0.06% 131
2024
Q1 		$233K Buy
2,400
+2,390
+23,900% +$210K 0.05% 156
2023
Q4 		$783 Buy
+10
New +$682 ﹤0.01% 1279

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

Tucker Asset Management's LRCX Position: Q2 2026 in Review

Tucker Asset Management sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 2,056 shares — an estimated $439K sold.

Tucker Asset Management first reported a position in LRCX in Q4 2023 and held it in 7 quarters. The position peaked at $439K in Q1 2026. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Tucker Asset Management reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Tucker Asset Management sold 2,056 Lam Research shares in Q2 2026, an estimated $439K.
  • Tucker Asset Management first reported a position in Lam Research in Q4 2023 and held it in 7 quarters.
  • Tucker Asset Management's Lam Research position peaked at $439K in Q1 2026.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.