Adams Diversified Equity Fund’s Lam Research LRCX Stock Holding History

Adams Diversified Equity Fund’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	$86.4M	Sell	199,300 -2,400	-1%	-$729K	2.64%	7
2026 Q1	$43.1M	Sell	201,700 -70,000	-26%	-$15.7M	1.52%	13
2025 Q4	$46.5M	Sell	271,700 -6,300	-2%	-$980K	1.55%	13
2025 Q3	$37.2M	Sell	278,000 -5,900	-2%	-$625K	1.25%	17
2025 Q2	$27.6M	Hold	283,900	–	–	0.99%	26
2025 Q1	$20.6M	Hold	283,900	–	–	0.82%	38
2024 Q4	$20.5M	Sell	283,900 -38,100	-12%	-$2.89M	0.78%	39
2024 Q3	$26.3M	Sell	322,000 -53,000	-14%	-$4.61M	0.97%	22
2024 Q2	$39.9M	Hold	375,000	–	–	1.36%	12
2024 Q1	$36.4M	Sell	375,000 -62,000	-14%	-$5.45M	1.29%	15
2023 Q4	$34.2M	Sell	437,000 -52,000	-11%	-$3.54M	1.35%	20
2023 Q3	$30.6M	Hold	489,000	–	–	1.31%	18
2023 Q2	$31.4M	Hold	489,000	–	–	1.31%	17
2023 Q1	$25.9M	Hold	489,000	–	–	1.16%	24
2022 Q4	$20.6M	Hold	489,000	–	–	0.99%	38
2022 Q3	$17.9M	Buy	489,000 +63,000	+15%	+$2.8M	0.89%	42
2022 Q2	$18.2M	Hold	426,000	–	–	0.86%	43
2022 Q1	$22.9M	Hold	426,000	–	–	0.91%	41
2021 Q4	$30.6M	Hold	426,000	–	–	1.16%	22
2021 Q3	$24.2M	Hold	426,000	–	–	0.96%	29
2021 Q2	$27.7M	Sell	426,000 -20,000	-4%	-$1.26M	1.09%	24
2021 Q1	$26.5M	Hold	446,000	–	–	1.13%	23
2020 Q4	$21.1M	Hold	446,000	–	–	0.95%	36
2020 Q3	$14.8M	Sell	446,000 -105,000	-19%	-$3.62M	0.72%	53
2020 Q2	$17.8M	Hold	551,000	–	–	0.94%	35
2020 Q1	$13.2M	Hold	551,000	–	–	0.84%	47
2019 Q4	$16.1M	Hold	551,000	–	–	0.83%	50
2019 Q3	$12.7M	Buy	551,000 +53,000	+11%	+$1.11M	0.68%	67
2019 Q2	$9.35M	Hold	498,000	–	–	0.5%	79
2019 Q1	$8.91M	Buy	+498,000	New	+$8.31M	0.49%	75
2018 Q3	–	Sell	-394,000	Closed	-$6.81M	–	225
2018 Q2	$6.81M	Sell	394,000 -273,000	-41%	-$5.26M	0.36%	81
2018 Q1	$13.6M	Hold	667,000	–	–	0.74%	57
2017 Q4	$12.3M	Sell	667,000 -176,000	-21%	-$3.46M	0.66%	56
2017 Q3	$15.6M	Sell	843,000 -155,000	-16%	-$2.52M	0.85%	47
2017 Q2	$14.1M	Sell	998,000 -278,000	-22%	-$4.08M	0.8%	52
2017 Q1	$16.4M	Hold	1,276,000	–	–	0.94%	46
2016 Q4	$13.5M	Hold	1,276,000	–	–	0.84%	48
2016 Q3	$10.7M	Hold	1,276,000	–	–	0.72%	61
2016 Q2	$10.7M	Hold	1,276,000	–	–	0.72%	61
2016 Q1	$10.5M	Hold	1,276,000	–	–	0.73%	57
2015 Q4	$10.1M	Hold	1,276,000	–	–	0.7%	59
2015 Q3	$8.34M	Hold	1,276,000	–	–	0.6%	61
2015 Q2	$10.4M	Buy	1,276,000 +626,000	+96%	+$4.92M	0.69%	57
2015 Q1	$4.57M	Hold	650,000	–	–	0.3%	84
2014 Q4	$5.16M	Buy	+650,000	New	+$5.04M	0.34%	84

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

Adams Diversified Equity Fund's LRCX Position: Q2 2026 in Review

Adams Diversified Equity Fund reduced its Lam Research (LRCX) stake by 1.2% in Q2 2026, selling an estimated $729K and leaving 199,300 shares worth $86.4M. The position accounts for 2.64% of the portfolio, ranked #7.

Adams Diversified Equity Fund first reported a position in LRCX in Q4 2014 and has held it in 45 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Adams Diversified Equity Fund held 199,300 shares of Lam Research worth $86.4M as of Q2 2026.
Adams Diversified Equity Fund sold 2,400 Lam Research shares in Q2 2026, an estimated $729K.
Lam Research made up 2.64% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #7 holding.
Adams Diversified Equity Fund first reported a position in Lam Research in Q4 2014 and has held it in 45 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.