Y.D. More Investments’s Lam Research LRCX Stock Holding History

Y.D. More Investments’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	-14,023	Closed	-$3M	–	521
2026 Q1	$3M	Hold	14,023	–	–	0.12%	68
2025 Q4	$2.4M	Buy	14,023 +3,185	+29%	+$495K	0.12%	75
2025 Q3	$1.41M	Buy	10,838 +1,088	+11%	+$115K	0.08%	104
2025 Q2	$949K	Hold	9,750	–	–	0.07%	122
2025 Q1	$709K	Sell	9,750 -2,100	-18%	-$165K	0.06%	131
2024 Q4	$856K	Buy	11,850 +7,950	+204%	+$603K	0.08%	118
2024 Q3	$318K	Hold	3,900	–	–	0.03%	170
2024 Q2	$415K	Hold	3,900	–	–	0.04%	145
2024 Q1	$379K	Hold	3,900	–	–	0.07%	133
2023 Q4	$305K	Hold	3,900	–	–	0.06%	133
2023 Q3	$244K	Hold	3,900	–	–	0.05%	140
2023 Q2	$251K	Sell	3,900 -1,420	-27%	-$80K	0.06%	121
2023 Q1	$282K	Sell	5,320 -3,210	-38%	-$158K	0.06%	116
2022 Q4	$359K	Buy	+8,530	New	+$357K	0.09%	122

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 $3.37T AUM 44.26% 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

Y.D. More Investments's LRCX Position: Q2 2026 in Review

Y.D. More Investments sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 14,023 shares — an estimated $3M sold.

Y.D. More Investments first reported a position in LRCX in Q4 2022 and held it in 14 quarters. The position peaked at $3M in Q1 2026. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Y.D. More Investments reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
Y.D. More Investments sold 14,023 Lam Research shares in Q2 2026, an estimated $3M.
Y.D. More Investments first reported a position in Lam Research in Q4 2022 and held it in 14 quarters.
Y.D. More Investments's Lam Research position peaked at $3M in Q1 2026.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.