VAS
LRCX icon

Vestmark Advisory Solutions’s Lam Research LRCX Stock Holding History

Vestmark Advisory Solutions’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 		$13.1M Buy
30,182
+14,173
+89% +$4.3M 0.12% 183
2026
Q1 		$3.42M Buy
16,009
+3,722
+30% +$832K 0.04% 442
2025
Q4 		$2.1M Buy
12,287
+6,957
+131% +$1.08M 0.03% 561
2025
Q3 		$714K Buy
5,330
+368
+7% +$39K 0.01% 614
2025
Q2 		$483K Buy
+4,962
New +$394K 0.01% 626
2024
Q4 		– Sell
-4,150
Closed -$339K – 596
2024
Q3 		$339K Sell
4,150
-1,680
-29% -$146K 0.01% 426
2024
Q2 		$621K Sell
5,830
-200
-3% -$19.2K 0.03% 369
2024
Q1 		$586K Sell
6,030
-980
-14% -$86.2K 0.03% 371
2023
Q4 		$549K Buy
7,010
+1,880
+37% +$128K 0.03% 335
2023
Q3 		$322K Sell
5,130
-720
-12% -$47.3K 0.02% 341
2023
Q2 		$376K Buy
5,850
+1,810
+45% +$102K 0.01% 653
2023
Q1 		$214K Sell
4,040
-2,100
-34% -$103K 0.01% 804
2022
Q4 		$258K Buy
6,140
+590
+11% +$24.7K 0.01% 724
2022
Q3 		$203K Sell
5,550
-12,520
-69% -$557K 0.01% 779
2022
Q2 		$770K Buy
18,070
+9,750
+117% +$464K 0.04% 434
2022
Q1 		$447K Sell
8,320
-2,960
-26% -$172K 0.03% 577
2021
Q4 		$811K Buy
11,280
+710
+7% +$44.5K 0.05% 408
2021
Q3 		$602K Buy
10,570
+1,030
+11% +$62.7K 0.04% 447
2021
Q2 		$620K Sell
9,540
-23,550
-71% -$1.49M 0.04% 419
2021
Q1 		$1.97M Buy
33,090
+28,650
+645% +$1.56M 0.17% 157
2020
Q4 		$210K Buy
+4,440
New +$187K 0.02% 566

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

Vestmark Advisory Solutions's LRCX Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Lam Research (LRCX) stake by 89% in Q2 2026, buying an estimated $4.3M and bringing the position to 30,182 shares worth $13.1M. The position accounts for 0.12% of the portfolio, ranked #183.

Vestmark Advisory Solutions first reported a position in LRCX in Q4 2020 and has held it in 21 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Vestmark Advisory Solutions held 30,182 shares of Lam Research worth $13.1M as of Q2 2026.
  • Vestmark Advisory Solutions bought 14,173 Lam Research shares in Q2 2026, an estimated $4.3M.
  • Lam Research made up 0.12% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #183 holding.
  • Vestmark Advisory Solutions first reported a position in Lam Research in Q4 2020 and has held it in 21 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.