Vanguard Portfolio Management
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Vanguard Portfolio Management’s Lam Research LRCX Stock Holding History

Vanguard Portfolio 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 		$15.9B Sell
36,635,534
-425,429
-1% -$129M 0.72% 16
2026
Q1 		$7.92B Buy
+37,060,963
New +$8.29B 0.41% 29

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management's LRCX Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its Lam Research (LRCX) stake by 1.1% in Q2 2026, selling an estimated $129M and leaving 36,635,534 shares worth $15.9B. The position accounts for 0.72% of the portfolio, ranked #16.

Vanguard Portfolio Management first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Vanguard Portfolio Management held 36,635,534 shares of Lam Research worth $15.9B as of Q2 2026.
  • Vanguard Portfolio Management sold 425,429 Lam Research shares in Q2 2026, an estimated $129M.
  • Lam Research made up 0.72% of Vanguard Portfolio Management's portfolio in Q2 2026, its #16 holding.
  • Vanguard Portfolio Management first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.