Virtue Capital Management’s Lam Research LRCX Stock Holding History

Virtue Capital 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	$1.63M	Buy	+3,756	New	+$1.14M	0.22%	95
2025 Q3	–	Sell	-2,374	Closed	-$231K	–	312
2025 Q2	$231K	Buy	+2,374	New	+$188K	0.04%	237
2022 Q3	–	Sell	-5,460	Closed	-$233K	–	287
2022 Q2	$233K	Buy	+5,460	New	+$260K	0.04%	228
2020 Q1	–	Sell	-18,510	Closed	-$541K	–	134
2019 Q4	$541K	Sell	18,510 -114,830	-86%	-$3.05M	0.16%	131
2019 Q3	$3.08M	Sell	133,340 -22,010	-14%	-$462K	1.02%	24
2019 Q2	$2.92M	Buy	+155,350	New	+$2.95M	1.06%	27

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtue Capital Management's LRCX Position: Q2 2026 in Review

Virtue Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 3,756 shares worth $1.63M. The stake represents 0.22% of the portfolio and ranks #95 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in LRCX as recently as Q2 2025.

Virtue Capital Management first reported a position in LRCX in Q2 2019 and has held it in 6 quarters since. The position peaked at $3.08M in Q3 2019. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Virtue Capital Management held 3,756 shares of Lam Research worth $1.63M as of Q2 2026.
Lam Research was a new Virtue Capital Management position in Q2 2026.
Lam Research made up 0.22% of Virtue Capital Management's portfolio in Q2 2026, its #95 holding.
Virtue Capital Management first reported a position in Lam Research in Q2 2019 and has held it in 6 quarters since.
Virtue Capital Management's Lam Research position peaked at $3.08M in Q3 2019.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.