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Wallace Hart’s Lam Research LRCX Stock Holding History

Wallace Hart’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 		$3.32M Buy
7,659
+6,048
+375% +$1.84M 2.07% 6
2026
Q1 		$344K Sell
1,611
-4,747
-75% -$1.06M 0.47% 21
2025
Q4 		$1.09M Sell
6,358
-2,313
-27% -$360K 0.8% 16
2025
Q3 		$1.16M Buy
+8,671
New +$918K 0.85% 20
2024
Q2 		– Sell
-2,110
Closed -$205K – 33
2024
Q1 		$205K Buy
+2,110
New +$186K 0.17% 18

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

Wallace Hart's LRCX Position: Q2 2026 in Review

Wallace Hart increased its Lam Research (LRCX) stake by 375% in Q2 2026, buying an estimated $1.84M and bringing the position to 7,659 shares worth $3.32M. The position accounts for 2.07% of the portfolio, ranked #6.

Wallace Hart first reported a position in LRCX in Q1 2024 and has held it in 5 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wallace Hart held 7,659 shares of Lam Research worth $3.32M as of Q2 2026.
  • Wallace Hart bought 6,048 Lam Research shares in Q2 2026, an estimated $1.84M.
  • Lam Research made up 2.07% of Wallace Hart's portfolio in Q2 2026, its #6 holding.
  • Wallace Hart first reported a position in Lam Research in Q1 2024 and has held it in 5 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wallace Hart's 13F filing for Q2 2026, filed 13 Aug 2026.