AGWCA
LRCX icon

Annis Gardner Whiting Capital Advisors’s Lam Research LRCX Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.43M Sell
3,303
-1,326
-29% -$403K 0.21% 84
2026
Q1 		$990K Sell
4,629
-2,234
-33% -$500K 0.16% 111
2025
Q4 		$1.18M Buy
6,863
+1,173
+21% +$182K 0.22% 86
2025
Q3 		$763K Sell
5,690
-2,090
-27% -$221K 0.16% 113
2025
Q2 		$759K Buy
7,780
+444
+6% +$35.2K 0.26% 78
2025
Q1 		$535K Sell
7,336
-189
-3% -$14.9K 0.23% 92
2024
Q4 		$545K Sell
7,525
-205
-3% -$15.5K 0.15% 121
2024
Q3 		$633K Sell
7,730
-240
-3% -$20.9K 0.18% 104
2024
Q2 		$850K Sell
7,970
-30
-0.4% -$2.88K 0.24% 78
2024
Q1 		$779K Sell
8,000
-3,330
-29% -$293K 0.28% 71
2023
Q4 		$890K Sell
11,330
-340
-3% -$23.2K 0.39% 43
2023
Q3 		$734K Buy
+11,670
New +$767K 0.39% 45

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's LRCX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Lam Research (LRCX) stake by 29% in Q2 2026, selling an estimated $403K and leaving 3,303 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #84.

Annis Gardner Whiting Capital Advisors first reported a position in LRCX in Q3 2023 and has held it in 12 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 3,303 shares of Lam Research worth $1.43M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 1,326 Lam Research shares in Q2 2026, an estimated $403K.
  • Lam Research made up 0.21% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #84 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Lam Research in Q3 2023 and has held it in 12 quarters since.
  • 3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.