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Weiss Asset Management’s Lam Research LRCX Stock Holding History

Weiss Asset 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 		– Sell
-41,421
Closed -$8.85M – 756
2026
Q1 		$8.85M Sell
41,421
-10,599
-20% -$2.37M 0.15% 121
2025
Q4 		$8.9M Sell
52,020
-78,130
-60% -$12.2M 0.12% 145
2025
Q3 		$17.4M Buy
+130,150
New +$13.8M 0.2% 61
2025
Q1 		– Sell
-510,150
Closed -$36.8M – 528
2024
Q4 		$36.8M Buy
510,150
+471,280
+1,212% +$35.7M 0.69% 31
2024
Q3 		$3.17M Buy
+38,870
New +$3.38M 0.07% 261
2024
Q1 		– Sell
-17,230
Closed -$1.35M – 411
2023
Q4 		$1.35M Buy
+17,230
New +$1.17M 0.06% 136
2018
Q4 		– Sell
-46,020
Closed -$698K – 471
2018
Q3 		$698K Buy
+46,020
New +$786K 0.05% 113
2018
Q1 		– Sell
-163,220
Closed -$3M – 294
2017
Q4 		$3M Buy
+163,220
New +$3.21M 0.26% 57
2017
Q3 		– Sell
-249,380
Closed -$3.53M – 123
2017
Q2 		$3.53M Buy
+249,380
New +$3.66M 0.36% 35

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

Weiss Asset Management's LRCX Position: Q2 2026 in Review

Weiss Asset Management sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 41,421 shares — an estimated $8.85M sold.

Weiss Asset Management first reported a position in LRCX in Q2 2017 and held it in 9 quarters. The position peaked at $36.8M in Q4 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Weiss Asset Management reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Weiss Asset Management sold 41,421 Lam Research shares in Q2 2026, an estimated $8.85M.
  • Weiss Asset Management first reported a position in Lam Research in Q2 2017 and held it in 9 quarters.
  • Weiss Asset Management's Lam Research position peaked at $36.8M in Q4 2024.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.