ARS Investment Partners’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 | $154M | Sell |
355,425
-29,568
| -8% | -$8.98M | 6.73% | 2 |
|
|
2026
Q1 | $82.3M | Sell |
384,993
-50,466
| -12% | -$11.3M | 4.28% | 4 |
|
|
2025
Q4 | $74.5M | Sell |
435,459
-3,641
| -0.8% | -$566K | 4.36% | 5 |
|
|
2025
Q3 | $58.8M | Sell |
439,100
-53,030
| -11% | -$5.62M | 3.88% | 4 |
|
|
2025
Q2 | $47.9M | Buy |
492,130
+4,504
| +0.9% | +$357K | 3.49% | 4 |
|
|
2025
Q1 | $35.2M | Sell |
487,626
-3,255
| -0.7% | -$256K | 3.19% | 8 |
|
|
2024
Q4 | $35.5M | Buy |
490,881
+4,311
| +0.9% | +$327K | 3.19% | 8 |
|
|
2024
Q3 | $39.7M | Buy |
486,570
+2,720
| +0.6% | +$236K | 3.56% | 6 |
|
|
2024
Q2 | $51.5M | Buy |
483,850
+910
| +0.2% | +$87.3K | 4.93% | 3 |
|
|
2024
Q1 | $46.9M | Sell |
482,940
-38,100
| -7% | -$3.35M | 4.68% | 4 |
|
|
2023
Q4 | $40.8M | Sell |
521,040
-18,760
| -3% | -$1.28M | 4.52% | 3 |
|
|
2023
Q3 | $33.8M | Sell |
539,800
-50
| -0% | -$3.29K | 4.19% | 4 |
|
|
2023
Q2 | $34.7M | Sell |
539,850
-10,980
| -2% | -$619K | 4.06% | 5 |
|
|
2023
Q1 | $29.2M | Buy |
550,830
+3,720
| +0.7% | +$183K | 3.51% | 6 |
|
|
2022
Q4 | $23M | Sell |
547,110
-91,360
| -14% | -$3.82M | 3.06% | 8 |
|
|
2022
Q3 | $23.4M | Buy |
638,470
+15,580
| +3% | +$694K | 3.21% | 9 |
|
|
2022
Q2 | $26.5M | Buy |
622,890
+90
| +0% | +$4.29K | 3.63% | 4 |
|
|
2022
Q1 | $33.5M | Sell |
622,800
-770
| -0.1% | -$44.8K | 3.23% | 10 |
|
|
2021
Q4 | $44.8M | Sell |
623,570
-1,570
| -0.3% | -$98.4K | 4.12% | 5 |
|
|
2021
Q3 | $35.6M | Buy |
625,140
+3,550
| +0.6% | +$216K | 3.56% | 5 |
|
|
2021
Q2 | $40.4M | Buy |
621,590
+1,420
| +0.2% | +$89.6K | 4.12% | 5 |
|
|
2021
Q1 | $36.9M | Buy |
620,170
+4,510
| +0.7% | +$246K | 4.29% | 4 |
|
|
2020
Q4 | $29.1M | Buy |
615,660
+1,570
| +0.3% | +$66.1K | 3.58% | 6 |
|
|
2020
Q3 | $20.4M | Buy |
614,090
+1,690
| +0.3% | +$58.2K | 3.2% | 9 |
|
|
2020
Q2 | $19.8M | Buy |
612,400
+44,350
| +8% | +$1.21M | 3.73% | 9 |
|
|
2020
Q1 | $13.6M | Sell |
568,050
-158,430
| -22% | -$4.56M | 3.29% | 10 |
|
|
2019
Q4 | $21.2M | Buy |
726,480
+9,460
| +1% | +$251K | 3.57% | 7 |
|
|
2019
Q3 | $16.6M | Buy |
717,020
+3,050
| +0.4% | +$64K | 2.98% | 12 |
|
|
2019
Q2 | $13.4M | Buy |
713,970
+208,400
| +41% | +$3.95M | 2.25% | 15 |
|
|
2019
Q1 | $9.05M | Buy |
505,570
+470,110
| +1,326% | +$7.84M | 1.64% | 22 |
|
|
2018
Q4 | $483K | Sell |
35,460
-431,120
| -92% | -$6.18M | 0.1% | 96 |
|
|
2018
Q3 | $7.08M | Buy |
466,580
+12,090
| +3% | +$206K | 1.1% | 30 |
|
|
2018
Q2 | $7.86M | Buy |
454,490
+49,610
| +12% | +$956K | 1.25% | 28 |
|
|
2018
Q1 | $8.23M | Buy |
404,880
+363,700
| +883% | +$7.2M | 1.01% | 32 |
|
|
2017
Q4 | $758K | Buy |
+41,180
| New | +$809K | 0.09% | 124 |
|
Other funds holding LRCX
LMFP
HPC
MBI
AIM
ARS Investment Partners's LRCX Position: Q2 2026 in Review
ARS Investment Partners reduced its Lam Research (LRCX) stake by 7.7% in Q2 2026, selling an estimated $8.98M and leaving 355,425 shares worth $154M. The position accounts for 6.73% of the portfolio, ranked #2.
ARS Investment Partners first reported a position in LRCX in Q4 2017 and has held it in 35 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- ARS Investment Partners held 355,425 shares of Lam Research worth $154M as of Q2 2026.
- ARS Investment Partners sold 29,568 Lam Research shares in Q2 2026, an estimated $8.98M.
- Lam Research made up 6.73% of ARS Investment Partners's portfolio in Q2 2026, its #2 holding.
- ARS Investment Partners first reported a position in Lam Research in Q4 2017 and has held it in 35 quarters since.
- 880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.