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TwinBeech Capital’s Lam Research LRCX Stock Holding History

TwinBeech Capital’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
-4,123
Closed -$881K – 548
2026
Q1 		$881K Buy
+4,123
New +$922K 0.09% 279
2025
Q2 		– Sell
-77,959
Closed -$5.67M – 855
2025
Q1 		$5.67M Sell
77,959
-618,250
-89% -$48.7M 0.1% 228
2024
Q4 		$50.3M Buy
696,209
+685,099
+6,167% +$52M 0.86% 32
2024
Q3 		$907K Buy
+11,110
New +$966K 0.02% 519
2024
Q1 		– Sell
-4,250
Closed -$333K – 738
2023
Q4 		$333K Buy
+4,250
New +$290K 0.01% 571
2022
Q4 		– Sell
-281,380
Closed -$10.3M – 833
2022
Q3 		$10.3M Buy
281,380
+173,070
+160% +$7.7M 0.27% 110
2022
Q2 		$4.62M Sell
108,310
-393,770
-78% -$18.7M 0.21% 130
2022
Q1 		$27M Buy
+502,080
New +$29.2M 1.19% 8

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

TwinBeech Capital's LRCX Position: Q2 2026 in Review

TwinBeech Capital sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 4,123 shares — an estimated $881K sold.

TwinBeech Capital first reported a position in LRCX in Q1 2022 and held it in 8 quarters. The position peaked at $50.3M in Q4 2024. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • TwinBeech Capital reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 4,123 Lam Research shares in Q2 2026, an estimated $881K.
  • TwinBeech Capital first reported a position in Lam Research in Q1 2022 and held it in 8 quarters.
  • TwinBeech Capital's Lam Research position peaked at $50.3M in Q4 2024.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.