Winmill & Co’s Lam Research LRCX Stock Holding History

Winmill & Co’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	$47.2M	Hold	109,000	–	–	10.46%	1
2026 Q1	$23.3M	Hold	109,000	–	–	6.72%	3
2025 Q4	$18.7M	Hold	109,000	–	–	4.98%	8
2025 Q3	$14.6M	Hold	109,000	–	–	3.54%	12
2025 Q2	$10.6M	Hold	109,000	–	–	2.95%	15
2025 Q1	$7.92M	Hold	109,000	–	–	2.41%	18
2024 Q4	$7.87M	Hold	109,000	–	–	2.55%	17
2024 Q3	$8.9M	Hold	109,000	–	–	2.99%	16
2024 Q2	$11.6M	Hold	109,000	–	–	3.96%	8
2024 Q1	$10.6M	Hold	109,000	–	–	3.01%	10
2023 Q4	$8.54M	Hold	109,000	–	–	2.74%	14
2023 Q3	$6.83M	Hold	109,000	–	–	2.5%	13
2023 Q2	$7.01M	Hold	109,000	–	–	2.51%	12
2023 Q1	$5.78M	Hold	109,000	–	–	2.15%	16
2022 Q4	$4.58M	Hold	109,000	–	–	1.67%	28
2022 Q3	$3.99M	Hold	109,000	–	–	1.58%	28
2022 Q2	$4.64M	Hold	109,000	–	–	1.68%	26
2022 Q1	$5.86M	Buy	+109,000	New	+$6.35M	1.78%	22
2020 Q1	–	Sell	-140,000	Closed	-$4.09M	–	108
2019 Q4	$4.09M	Hold	140,000	–	–	1.4%	19
2019 Q3	$3.24M	Buy	+140,000	New	+$2.94M	1.38%	22

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winmill & Co's LRCX Position: Q2 2026 in Review

Winmill & Co held its Lam Research (LRCX) position steady in Q2 2026 at 109,000 shares worth $47.2M. The position accounts for 10.46% of the portfolio, ranked #1.

Winmill & Co first reported a position in LRCX in Q3 2019 and has held it in 20 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Winmill & Co held 109,000 shares of Lam Research worth $47.2M as of Q2 2026.
Winmill & Co left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 10.46% of Winmill & Co's portfolio in Q2 2026, its #1 holding.
Winmill & Co first reported a position in Lam Research in Q3 2019 and has held it in 20 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Winmill & Co's 13F filing for Q2 2026, filed 13 Aug 2026.