Advisory Research’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.59M Sell
19,824
-127
-0.6% -$38.6K 0.86% 32
2026
Q1
$4.26M Sell
19,951
-8,155
-29% -$1.82M 0.52% 41
2025
Q4
$4.81M Buy
28,106
+473
+2% +$73.6K 0.6% 34
2025
Q3
$3.7M Buy
27,633
+642
+2% +$68K 0.49% 42
2025
Q2
$2.63M Buy
26,991
+8,659
+47% +$687K 0.4% 57
2025
Q1
$1.33M Buy
18,332
+1,061
+6% +$83.6K 0.23% 89
2024
Q4
$1.25M Sell
17,271
-219
-1% -$16.6K 0.21% 97
2024
Q3
$1.43M Sell
17,490
-750
-4% -$65.2K 0.25% 91
2024
Q2
$1.94M Buy
18,240
+2,130
+13% +$204K 0.37% 64
2024
Q1
$1.57M Sell
16,110
-21,530
-57% -$1.89M 0.31% 75
2023
Q4
$2.95M Sell
37,640
-7,820
-17% -$533K 0.45% 54
2023
Q3
$2.85M Sell
45,460
-4,450
-9% -$292K 0.4% 67
2023
Q2
$3.21M Buy
49,910
+22,190
+80% +$1.25M 0.41% 58
2023
Q1
$1.47M Buy
27,720
+150
+0.5% +$7.36K 0.24% 106
2022
Q4
$1.16M Sell
27,570
-30
-0.1% -$1.25K 0.11% 135
2022
Q3
$1.01M Sell
27,600
-310
-1% -$13.8K 0.1% 164
2022
Q2
$1.19M Sell
27,910
-90
-0.3% -$4.29K 0.12% 138
2022
Q1
$1.5M Sell
28,000
-280
-1% -$16.3K 0.12% 136
2021
Q4
$2.03M Sell
28,280
-169,720
-86% -$10.6M 0.16% 112
2021
Q3
$11.3M Sell
198,000
-2,940
-1% -$179K 0.72% 43
2021
Q2
$13.1M Buy
200,940
+57,140
+40% +$3.61M 0.86% 35
2021
Q1
$8.56M Sell
143,800
-2,230
-2% -$122K 0.6% 62
2020
Q4
$6.9M Buy
146,030
+108,950
+294% +$4.58M 0.51% 70
2020
Q3
$1.23M Buy
37,080
+18,540
+100% +$639K 0.12% 156
2020
Q2
$600K Buy
18,540
+3,010
+19% +$82.1K 0.05% 231
2020
Q1
$373K Sell
15,530
-6,120
-28% -$176K 0.03% 219
2019
Q4
$633K Sell
21,650
-4,240
-16% -$113K 0.03% 222
2019
Q3
$598K Buy
+25,890
New +$544K 0.03% 236
2014
Q2
Sell
-13,390
Closed -$74K 523
2014
Q1
$74K Buy
+13,390
New +$71.1K ﹤0.01% 376

Other funds holding LRCX

Advisory Research's LRCX Position: Q2 2026 in Review

Advisory Research reduced its Lam Research (LRCX) stake by 0.64% in Q2 2026, selling an estimated $38.6K and leaving 19,824 shares worth $8.59M. The position accounts for 0.86% of the portfolio, ranked #32.

Advisory Research first reported a position in LRCX in Q1 2014 and has held it in 29 quarters since. The position peaked at $13.1M in Q2 2021. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Advisory Research held 19,824 shares of Lam Research worth $8.59M as of Q2 2026.
  • Advisory Research sold 127 Lam Research shares in Q2 2026, an estimated $38.6K.
  • Lam Research made up 0.86% of Advisory Research's portfolio in Q2 2026, its #32 holding.
  • Advisory Research first reported a position in Lam Research in Q1 2014 and has held it in 29 quarters since.
  • Advisory Research's Lam Research position peaked at $13.1M in Q2 2021.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.