J. Stern & Co. LLP
- SEC CIK
- 0002011335
- Latest filing
- Aug 14, 2026
LRCX holding history
Lam Research Corp in every 13F filed by J. Stern & Co. LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,789
- Value
- $7.28M
- % of portfolio
- 0.7%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,789 | $7.28M | 0.7% | −2,875−14.6% | Reduced | Holders |
| Q1 2026 | 19,664 | $4.20M | 0.4% | −3,439,713−99.4% | Reduced | Holders |
| Q4 2025 | 3,459,377 | $3.46M | 0.3% | +3,371,283+3,826.9% | Added | Holders |
| Q3 2025 | 88,094 | $11.8M | 0.9% | +52,619+148.3% | Added | Holders |
| Q2 2025 | 35,475 | $2.88M | 0.2% | +35,475 | New | Holders |