Baldwin Wealth 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 | $1.07M | Sell |
2,461
-90
| -4% | -$27.3K | 0.07% | 106 |
|
|
2026
Q1 | $545K | Hold |
2,551
| – | – | 0.04% | 138 |
|
|
2025
Q4 | $437K | Hold |
2,551
| – | – | 0.03% | 161 |
|
|
2025
Q3 | $342K | Hold |
2,551
| – | – | 0.02% | 181 |
|
|
2025
Q2 | $248K | Sell |
2,551
-578
| -18% | -$45.8K | 0.02% | 198 |
|
|
2025
Q1 | $227K | Sell |
3,129
-103
| -3% | -$8.11K | 0.02% | 205 |
|
|
2024
Q4 | $233K | Buy |
3,232
+2,322
| +255% | +$176K | 0.02% | 210 |
|
|
2024
Q3 | $74.3K | Hold |
910
| – | – | 0.01% | 461 |
|
|
2024
Q2 | $96.9K | Hold |
910
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $88.4K | Hold |
910
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $71.3K | Hold |
910
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $57K | Hold |
910
| – | – | ﹤0.01% | 376 |
|
|
2023
Q2 | $58.5K | Sell |
910
-170
| -16% | -$9.58K | ﹤0.01% | 393 |
|
|
2023
Q1 | $57.3K | Hold |
1,080
| – | – | 0.01% | 409 |
|
|
2022
Q4 | $45.4K | Hold |
1,080
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $40K | Hold |
1,080
| – | – | 0.01% | 357 |
|
|
2022
Q2 | $46K | Sell |
1,080
-90
| -8% | -$4.29K | 0.01% | 362 |
|
|
2022
Q1 | $63K | Hold |
1,170
| – | – | 0.01% | 340 |
|
|
2021
Q4 | $84K | Hold |
1,170
| – | – | 0.01% | 294 |
|
|
2021
Q3 | $67K | Hold |
1,170
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $76K | Hold |
1,170
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $70K | Buy |
1,170
+170
| +17% | +$9.26K | 0.01% | 297 |
|
|
2020
Q4 | $47K | Hold |
1,000
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $32K | Sell |
1,000
-590
| -37% | -$16.1K | ﹤0.01% | 342 |
|
|
2020
Q1 | $38K | Hold |
1,590
| – | – | 0.01% | 307 |
|
|
2019
Q4 | $46K | Hold |
1,590
| – | – | 0.01% | 328 |
|
|
2019
Q3 | $37K | Hold |
1,590
| – | – | 0.01% | 343 |
|
|
2019
Q2 | $30K | Hold |
1,590
| – | – | ﹤0.01% | 358 |
|
|
2019
Q1 | $28K | Sell |
1,590
-700
| -31% | -$11.7K | ﹤0.01% | 364 |
|
|
2018
Q4 | $31K | Hold |
2,290
| – | – | 0.01% | 334 |
|
|
2018
Q3 | $35K | Hold |
2,290
| – | – | ﹤0.01% | 350 |
|
|
2018
Q2 | $40K | Hold |
2,290
| – | – | 0.01% | 336 |
|
|
2018
Q1 | $47K | Sell |
2,290
-550
| -19% | -$10.9K | 0.01% | 305 |
|
|
2017
Q4 | $52K | Hold |
2,840
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $53K | Hold |
2,840
| – | – | 0.01% | 286 |
|
|
2017
Q2 | $40K | Hold |
2,840
| – | – | 0.01% | 317 |
|
|
2017
Q1 | $36K | Hold |
2,840
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $30K | Hold |
2,840
| – | – | 0.01% | 338 |
|
|
2016
Q3 | $27K | Hold |
2,840
| – | – | ﹤0.01% | 354 |
|
|
2016
Q2 | $24K | Hold |
2,840
| – | – | ﹤0.01% | 323 |
|
|
2016
Q1 | $23K | Buy |
+2,840
| New | +$20.7K | ﹤0.01% | 354 |
|
|
2015
Q1 | – | Sell |
-99,740
| Closed | -$791K | – | 254 |
|
|
2014
Q4 | $791K | Buy |
99,740
+18,930
| +23% | +$147K | 0.11% | 146 |
|
|
2014
Q3 | $604K | Buy |
+80,810
| New | +$576K | 0.09% | 169 |
|
Other funds holding LRCX
HPC
SLAM
Baldwin Wealth Partners's LRCX Position: Q2 2026 in Review
Baldwin Wealth Partners reduced its Lam Research (LRCX) stake by 3.5% in Q2 2026, selling an estimated $27.3K and leaving 2,461 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #106.
Baldwin Wealth Partners first reported a position in LRCX in Q3 2014 and has held it in 44 quarters since. 1,361 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Baldwin Wealth Partners held 2,461 shares of Lam Research worth $1.07M as of Q2 2026.
- Baldwin Wealth Partners sold 90 Lam Research shares in Q2 2026, an estimated $27.3K.
- Lam Research made up 0.07% of Baldwin Wealth Partners's portfolio in Q2 2026, its #106 holding.
- Baldwin Wealth Partners first reported a position in Lam Research in Q3 2014 and has held it in 44 quarters since.
- 1,361 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.