WTG
LRCX icon

West Tower Group’s Lam Research LRCX Stock Holding History

West Tower Group’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 		$477K Buy
+1,100
New +$334K 1.34% 22
2023
Q4 		– Sell
-870
Closed -$54.5K – 651
2023
Q3 		$54.5K Buy
+870
New +$57.2K 0.03% 178

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

West Tower Group's LRCX Position: Q2 2026 in Review

West Tower Group opened a new position in Lam Research (LRCX) in Q2 2026: 1,100 shares worth $477K. The stake represents 1.34% of the portfolio and ranks #22 among its holdings. This is a return to the name: West Tower Group previously reported a position in LRCX as recently as Q3 2023.

West Tower Group first reported a position in LRCX in Q3 2023 and has held it in 2 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • West Tower Group held 1,100 shares of Lam Research worth $477K as of Q2 2026.
  • Lam Research was a new West Tower Group position in Q2 2026.
  • Lam Research made up 1.34% of West Tower Group's portfolio in Q2 2026, its #22 holding.
  • West Tower Group first reported a position in Lam Research in Q3 2023 and has held it in 2 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.