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Vestor Capital’s Lam Research LRCX Stock Holding History

Vestor 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 		$208 Buy
970,985
+911,130
+1,522% +$277M 0.01% 155
2026
Q1 		$12.8M Buy
+59,855
New +$13.4M 0.93% 33
2022
Q1 		– Sell
-100,620
Closed -$7.24M – 240
2021
Q4 		$7.24M Buy
100,620
+1,130
+1% +$70.8K 0.69% 44
2021
Q3 		$5.66M Buy
+99,490
New +$6.05M 0.59% 50

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

Vestor Capital's LRCX Position: Q2 2026 in Review

Vestor Capital increased its Lam Research (LRCX) stake by 1,522% in Q2 2026, buying an estimated $277M and bringing the position to 970,985 shares worth $208. The position accounts for 0.01% of the portfolio, ranked #155.

Vestor Capital first reported a position in LRCX in Q3 2021 and has held it in 4 quarters since. The position peaked at $12.8M in Q1 2026. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Vestor Capital held 970,985 shares of Lam Research worth $208 as of Q2 2026.
  • Vestor Capital bought 911,130 Lam Research shares in Q2 2026, an estimated $277M.
  • Lam Research made up 0.01% of Vestor Capital's portfolio in Q2 2026, its #155 holding.
  • Vestor Capital first reported a position in Lam Research in Q3 2021 and has held it in 4 quarters since.
  • Vestor Capital's Lam Research position peaked at $12.8M in Q1 2026.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.