Yarbrough Capital’s Lam Research LRCX Stock Holding History

Yarbrough Capital’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	$11.2M	Hold	25,732	–	–	0.33%	32
2026 Q1	$5.5M	Hold	25,732	–	–	0.19%	50
2025 Q4	$4.4M	Hold	25,732	–	–	0.14%	56
2025 Q3	$3.45M	Hold	25,732	–	–	0.11%	71
2025 Q2	$2.5M	Hold	25,732	–	–	0.09%	75
2025 Q1	$1.87M	Buy	25,732 +13,161	+105%	+$1.04M	0.08%	77
2024 Q4	$908K	Buy	+12,571	New	+$953K	0.03%	99
2023 Q1	–	Sell	-1,080	Closed	-$45.4K	–	216
2022 Q4	$45.4K	Buy	+1,080	New	+$45.2K	﹤0.01%	196
2022 Q2	–	Sell	-73,080	Closed	-$3.93M	–	198
2022 Q1	$3.93M	Hold	73,080	–	–	0.22%	57
2021 Q4	$5.26M	Buy	+73,080	New	+$4.58M	0.28%	50

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

Yarbrough Capital's LRCX Position: Q2 2026 in Review

Yarbrough Capital held its Lam Research (LRCX) position steady in Q2 2026 at 25,732 shares worth $11.2M. The position accounts for 0.33% of the portfolio, ranked #32.

Yarbrough Capital first reported a position in LRCX in Q4 2021 and has held it in 10 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Yarbrough Capital held 25,732 shares of Lam Research worth $11.2M as of Q2 2026.
Yarbrough Capital left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.33% of Yarbrough Capital's portfolio in Q2 2026, its #32 holding.
Yarbrough Capital first reported a position in Lam Research in Q4 2021 and has held it in 10 quarters since.
3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.