LRCX

Bottoming?

LAM RESEARCH CORP COMMON STOCK USD.001 · INFORMATION TECHNOLOGY

Held by 3 equity funds · institutional blended weight 0.222%

Institutional blended weight over time

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

2026-04-300.259% → 0.222%2026-06-12

Day

+0.020%

Week

+0.011%

Month

-0.067%

Change in blended weight over each window. Sold over the month but being bought recently — may be turning.

Fund	Provider	Weight	Δ today
EUV	Corgi Funds	5.831%	+0.278
ULTY	YieldMax	4.882%	+0.412
AVLV	Avantis	1.984%	+0.182

Plus 2 option positions on LRCX (income funds) — excluded from the institutional blend.