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Westmount Partners’s Lam Research LRCX Stock Holding History

Westmount Partners’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 		$1.41M Buy
3,263
+133
+4% +$40.4K 0.31% 72
2026
Q1 		$669K Buy
3,130
+34
+1% +$7.6K 0.16% 114
2025
Q4 		$530K Hold
3,096
– – 0.13% 127
2025
Q3 		$442K Buy
3,096
+1
+0% +$106 0.11% 148
2025
Q2 		$301K Hold
3,095
– – 0.08% 195
2025
Q1 		$225K Buy
+3,095
New +$244K 0.07% 220
2024
Q4 		– Sell
-3,100
Closed -$253K – 226
2024
Q3 		$253K Sell
3,100
-20
-0.6% -$1.74K 0.08% 189
2024
Q2 		$331K Sell
3,120
-180
-5% -$17.3K 0.11% 148
2024
Q1 		$321K Buy
3,300
+210
+7% +$18.5K 0.12% 154
2023
Q4 		$242K Buy
+3,090
New +$211K 0.1% 164

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

Westmount Partners's LRCX Position: Q2 2026 in Review

Westmount Partners increased its Lam Research (LRCX) stake by 4.2% in Q2 2026, buying an estimated $40.4K and bringing the position to 3,263 shares worth $1.41M. The position accounts for 0.31% of the portfolio, ranked #72.

Westmount Partners first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Westmount Partners held 3,263 shares of Lam Research worth $1.41M as of Q2 2026.
  • Westmount Partners bought 133 Lam Research shares in Q2 2026, an estimated $40.4K.
  • Lam Research made up 0.31% of Westmount Partners's portfolio in Q2 2026, its #72 holding.
  • Westmount Partners first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.