Badgley Phelps Wealth Managers’s Lam Research LRCX Stock Holding History

Badgley Phelps Wealth Managers’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	$89.2M	Sell	205,801 -15,633	-7%	-$4.75M	1.56%	15
2026 Q1	$47.4M	Sell	221,434 -83,100	-27%	-$18.6M	0.94%	29
2025 Q4	$52.2M	Buy	304,534 +96,598	+46%	+$15M	0.96%	27
2025 Q3	$27.9M	Sell	207,936 -9,102	-4%	-$964K	0.59%	44
2025 Q2	$21.2M	Sell	217,038 -4,388	-2%	-$348K	0.47%	57
2025 Q1	$16.1M	Sell	221,426 -13,577	-6%	-$1.07M	0.39%	72
2024 Q4	$17M	Sell	235,003 -22,867	-9%	-$1.73M	0.4%	68
2024 Q3	$21.1M	Sell	257,870 -77,490	-23%	-$6.74M	0.49%	61
2024 Q2	$35.8M	Sell	335,360 -2,640	-0.8%	-$253K	0.89%	30
2024 Q1	$32.9M	Buy	338,000 +4,030	+1%	+$355K	0.82%	32
2023 Q4	$26.2M	Buy	333,970 +24,130	+8%	+$1.64M	0.71%	45
2023 Q3	$19.4M	Buy	309,840 +6,800	+2%	+$447K	0.66%	51
2023 Q2	$19.5M	Buy	303,040 +4,520	+2%	+$255K	0.64%	51
2023 Q1	$15.8M	Buy	298,520 +3,770	+1%	+$185K	0.58%	60
2022 Q4	$12.4M	Sell	294,750 -184,620	-39%	-$7.72M	0.5%	71
2022 Q3	$17.5M	Buy	479,370 +4,700	+1%	+$209K	0.75%	42
2022 Q2	$20.2M	Sell	474,670 -8,530	-2%	-$406K	0.83%	38
2022 Q1	$26M	Sell	483,200 -6,150	-1%	-$358K	0.9%	30
2021 Q4	$35.2M	Buy	489,350 +12,940	+3%	+$811K	1.14%	25
2021 Q3	$27.1M	Buy	+476,410	New	+$29M	0.98%	32

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

Badgley Phelps Wealth Managers's LRCX Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Lam Research (LRCX) stake by 7.1% in Q2 2026, selling an estimated $4.75M and leaving 205,801 shares worth $89.2M. The position accounts for 1.56% of the portfolio, ranked #15.

Badgley Phelps Wealth Managers first reported a position in LRCX in Q3 2021 and has held it in 20 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Badgley Phelps Wealth Managers held 205,801 shares of Lam Research worth $89.2M as of Q2 2026.
Badgley Phelps Wealth Managers sold 15,633 Lam Research shares in Q2 2026, an estimated $4.75M.
Lam Research made up 1.56% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #15 holding.
Badgley Phelps Wealth Managers first reported a position in Lam Research in Q3 2021 and has held it in 20 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.