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Waterloo Capital’s Lam Research LRCX Stock Holding History

Waterloo 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 		$2.78M Buy
6,417
+321
+5% +$97.4K 0.16% 136
2026
Q1 		$1.3M Buy
6,096
+754
+14% +$169K 0.09% 187
2025
Q4 		$914K Buy
5,342
+112
+2% +$17.4K 0.07% 219
2025
Q3 		$700K Buy
5,230
+1,308
+33% +$138K 0.05% 227
2025
Q2 		$382K Buy
+3,922
New +$311K 0.03% 315
2020
Q1 		$344K Buy
+14,330
New +$413K 0.24% 93

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 $3.38T AUM 44.17% 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

Waterloo Capital's LRCX Position: Q2 2026 in Review

Waterloo Capital increased its Lam Research (LRCX) stake by 5.3% in Q2 2026, buying an estimated $97.4K and bringing the position to 6,417 shares worth $2.78M. The position accounts for 0.16% of the portfolio, ranked #136.

Waterloo Capital first reported a position in LRCX in Q1 2020 and has held it in 6 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Waterloo Capital held 6,417 shares of Lam Research worth $2.78M as of Q2 2026.
  • Waterloo Capital bought 321 Lam Research shares in Q2 2026, an estimated $97.4K.
  • Lam Research made up 0.16% of Waterloo Capital's portfolio in Q2 2026, its #136 holding.
  • Waterloo Capital first reported a position in Lam Research in Q1 2020 and has held it in 6 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.