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Valley Brook Capital Group’s Lam Research LRCX Stock Holding History

Valley Brook Capital Group’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 		$3.02M Buy
6,981
+160
+2% +$48.6K 1.72% 16
2026
Q1 		$1.46M Buy
6,821
+61
+0.9% +$13.6K 0.98% 31
2025
Q4 		$1.16M Sell
6,760
-50
-0.7% -$7.78K 0.77% 35
2025
Q3 		$912K Buy
6,810
+50
+0.7% +$5.29K 0.61% 46
2025
Q2 		$658K Buy
6,760
+130
+2% +$10.3K 0.49% 52
2025
Q1 		$482K Buy
6,630
+1,880
+40% +$148K 0.38% 61
2024
Q4 		$343K Hold
4,750
– – 0.26% 85
2024
Q3 		$388K Hold
4,750
– – 0.28% 79
2024
Q2 		$506K Hold
4,750
– – 0.39% 63
2024
Q1 		$462K Buy
4,750
+200
+4% +$17.6K 0.37% 65
2023
Q4 		$356K Hold
4,550
– – 0.31% 78
2023
Q3 		$285K Hold
4,550
– – 0.28% 84
2023
Q2 		$293K Sell
4,550
-950
-17% -$53.5K 0.27% 84
2023
Q1 		$292K Hold
5,500
– – 0.27% 87
2022
Q4 		$231K Buy
+5,500
New +$230K 0.22% 93
2022
Q3 		– Sell
-5,250
Closed -$223K – 104
2022
Q2 		$223K Sell
5,250
-250
-5% -$11.9K 0.23% 93
2022
Q1 		$295K Hold
5,500
– – 0.25% 87
2021
Q4 		$395K Buy
5,500
+250
+5% +$15.7K 0.34% 73
2021
Q3 		$298K Hold
5,250
– – 0.3% 85
2021
Q2 		$341K Hold
5,250
– – 0.33% 79
2021
Q1 		$312K Buy
5,250
+50
+1% +$2.72K 0.28% 78
2020
Q4 		$245K Buy
+5,200
New +$219K 0.24% 88

Other funds holding LRCX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Valley Brook Capital Group's LRCX Position: Q2 2026 in Review

Valley Brook Capital Group increased its Lam Research (LRCX) stake by 2.3% in Q2 2026, buying an estimated $48.6K and bringing the position to 6,981 shares worth $3.02M. The position accounts for 1.72% of the portfolio, ranked #16.

Valley Brook Capital Group first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 1,816 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Valley Brook Capital Group held 6,981 shares of Lam Research worth $3.02M as of Q2 2026.
  • Valley Brook Capital Group bought 160 Lam Research shares in Q2 2026, an estimated $48.6K.
  • Lam Research made up 1.72% of Valley Brook Capital Group's portfolio in Q2 2026, its #16 holding.
  • Valley Brook Capital Group first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 1,816 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.