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Vise Technologies’s Lam Research LRCX Stock Holding History

Vise Technologies’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 		$43.8M Buy
101,038
+40,052
+66% +$12.2M 0.5% 44
2026
Q1 		$10.4M Hold
60,986
– – 0.21% 88
2025
Q4 		$10.4M Buy
60,986
+26,377
+76% +$4.1M 0.2% 88
2025
Q3 		$4.63M Sell
34,609
-10,597
-23% -$1.12M 0.17% 121
2025
Q2 		$4.4M Buy
+45,206
New +$3.59M 0.18% 123
2024
Q4 		$1.57M Buy
+21,684
New +$1.64M 0.13% 168
2024
Q3 		– Sell
-9,910
Closed -$1.06M – 605
2024
Q2 		$1.06M Sell
9,910
-680
-6% -$65.2K 0.19% 113
2024
Q1 		$1.03M Sell
10,590
-4,000
-27% -$352K 0.2% 106
2023
Q4 		$1.14M Sell
14,590
-3,140
-18% -$214K 0.25% 99
2023
Q3 		$1.11M Buy
17,730
+1,030
+6% +$67.7K 0.27% 91
2023
Q2 		$1.07M Buy
16,700
+1,270
+8% +$71.6K 0.26% 90
2023
Q1 		$818K Buy
15,430
+5,920
+62% +$291K 0.22% 108
2022
Q4 		$400K Sell
9,510
-2,210
-19% -$92.4K 0.13% 181
2022
Q3 		$429K Buy
11,720
+1,440
+14% +$64.1K 0.16% 151
2022
Q2 		$438K Buy
10,280
+5,900
+135% +$281K 0.17% 144
2022
Q1 		$235K Buy
+4,380
New +$255K 0.09% 205

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

Vise Technologies's LRCX Position: Q2 2026 in Review

Vise Technologies increased its Lam Research (LRCX) stake by 66% in Q2 2026, buying an estimated $12.2M and bringing the position to 101,038 shares worth $43.8M. The position accounts for 0.5% of the portfolio, ranked #44.

Vise Technologies first reported a position in LRCX in Q1 2022 and has held it in 16 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Vise Technologies held 101,038 shares of Lam Research worth $43.8M as of Q2 2026.
  • Vise Technologies bought 40,052 Lam Research shares in Q2 2026, an estimated $12.2M.
  • Lam Research made up 0.5% of Vise Technologies's portfolio in Q2 2026, its #44 holding.
  • Vise Technologies first reported a position in Lam Research in Q1 2022 and has held it in 16 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.