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LRCX

Selling starting

LAM RESEARCH CORP COMMON STOCK USD.001 · INFORMATION TECHNOLOGY

Sep 11, 2026 · Held by 8 equity funds across 5 families · institutional blended weight 0.056% · ~$145M est. exposure

Institutional blended weight over time

AUM-weighted weight of LRCX across all stock-picking funds, last 30 trading sessions.

2026-07-300.021% → 0.056%2026-09-11

Net flow

Day

-0.003%

Week

+0.001%

Month

+0.033%

Change in blended weight over each window. Bought over the month/week but being sold today — distribution may be starting.

Who holds it

FundWeightΔ today
EUV
5.987%
~$25M
+0.001%
CHPY
5.173%
~$60M
-0.001%
ULTY
4.428%
~$32M
-0.019%
KQQQ
1.671%
~$2.1M
-0.000%
QDVO
1.468%
~$11M
—
AVUS
0.828%
~$119M
-0.000%
DRVR
0.192%
—
AVLV
0.002%
—

Options written against it

4 positions from income funds — excluded from the institutional blend above. Covered call strikes indicate near-term resistance.

FundTypeStrikeExpiry
CHPYCALL$345.00Sep 18
ULTYPUT$282.50Sep 11
ULTYCALL$310.00Sep 11
CHPYCALL$335.00Sep 18