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Zullo Investment Group’s Lam Research LRCX Stock Holding History

Zullo Investment Group’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 		$1.12M Sell
2,593
-567
-18% -$172K 0.38% 57
2026
Q1 		$675K Buy
3,160
+26
+0.8% +$5.81K 0.26% 75
2025
Q4 		$537K Sell
3,134
-10
-0.3% -$1.55K 0.2% 89
2025
Q3 		$421K Hold
3,144
– – 0.16% 100
2025
Q2 		$306K Sell
3,144
-63
-2% -$5K 0.12% 120
2025
Q1 		$233K Sell
3,207
-51
-2% -$4.02K 0.1% 132
2024
Q4 		$235K Buy
+3,258
New +$247K 0.1% 134
2024
Q3 		– Sell
-3,240
Closed -$345K – 155
2024
Q2 		$345K Buy
3,240
+60
+2% +$5.75K 0.15% 108
2024
Q1 		$309K Sell
3,180
-390
-11% -$34.3K 0.14% 112
2023
Q4 		$280K Buy
3,570
+70
+2% +$4.77K 0.14% 115
2023
Q3 		$219K Sell
3,500
-100
-3% -$6.57K 0.13% 129
2023
Q2 		$232K Buy
+3,600
New +$203K 0.13% 121
2023
Q1 		– Sell
-3,790
Closed -$159K – 465
2022
Q4 		$159K Buy
3,790
+10
+0.3% +$418 0.1% 152
2022
Q3 		$138K Buy
3,780
+600
+19% +$26.7K 0.09% 166
2022
Q2 		$136K Buy
3,180
+450
+16% +$21.4K 0.09% 175
2022
Q1 		$147K Buy
2,730
+2,140
+363% +$125K 0.08% 188
2021
Q4 		$42K Buy
+590
New +$37K 0.02% 327

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

Zullo Investment Group's LRCX Position: Q2 2026 in Review

Zullo Investment Group reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $172K and leaving 2,593 shares worth $1.12M. The position accounts for 0.38% of the portfolio, ranked #57.

Zullo Investment Group first reported a position in LRCX in Q4 2021 and has held it in 17 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Zullo Investment Group held 2,593 shares of Lam Research worth $1.12M as of Q2 2026.
  • Zullo Investment Group sold 567 Lam Research shares in Q2 2026, an estimated $172K.
  • Lam Research made up 0.38% of Zullo Investment Group's portfolio in Q2 2026, its #57 holding.
  • Zullo Investment Group first reported a position in Lam Research in Q4 2021 and has held it in 17 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.