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Winter & Associates’s Lam Research LRCX Stock Holding History

Winter & Associates’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 		$657K Sell
1,516
-50
-3% -$15.2K 0.49% 29
2026
Q1 		$346K Sell
1,566
-117
-7% -$26.2K 0.3% 58
2025
Q4 		$288K Buy
+1,683
New +$262K 0.27% 66

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

Winter & Associates's LRCX Position: Q2 2026 in Review

Winter & Associates reduced its Lam Research (LRCX) stake by 3.2% in Q2 2026, selling an estimated $15.2K and leaving 1,516 shares worth $657K. The position accounts for 0.49% of the portfolio, ranked #29.

Winter & Associates first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Winter & Associates held 1,516 shares of Lam Research worth $657K as of Q2 2026.
  • Winter & Associates sold 50 Lam Research shares in Q2 2026, an estimated $15.2K.
  • Lam Research made up 0.49% of Winter & Associates's portfolio in Q2 2026, its #29 holding.
  • Winter & Associates first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.