BCM
LRCX icon

Becker Capital Management’s Lam Research LRCX Stock Holding History

Becker Capital Management’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 		$3.15M Sell
7,265
-1,163
-14% -$353K 0.08% 123
2026
Q1 		$1.8M Sell
8,428
-30
-0.4% -$6.71K 0.05% 144
2025
Q4 		$1.45M Buy
8,458
+12
+0.1% +$1.87K 0.04% 155
2025
Q3 		$1.13M Hold
8,446
– – 0.03% 172
2025
Q2 		$824K Sell
8,446
-30
-0.4% -$2.38K 0.03% 184
2025
Q1 		$618K Buy
8,476
+196
+2% +$15.4K 0.02% 198
2024
Q4 		$600K Buy
8,280
+40
+0.5% +$3.03K 0.02% 195
2024
Q3 		$674K Buy
8,240
+250
+3% +$21.7K 0.02% 193
2024
Q2 		$852K Hold
7,990
– – 0.03% 171
2024
Q1 		$778K Hold
7,990
– – 0.03% 174
2023
Q4 		$627K Hold
7,990
– – 0.02% 183
2023
Q3 		$502K Sell
7,990
-1,970
-20% -$129K 0.02% 190
2023
Q2 		$642K Hold
9,960
– – 0.02% 187
2023
Q1 		$530K Hold
9,960
– – 0.02% 190
2022
Q4 		$419K Sell
9,960
-3,190
-24% -$133K 0.02% 147
2022
Q3 		$481K Sell
13,150
-60
-0.5% -$2.67K 0.03% 150
2022
Q2 		$563K Hold
13,210
– – 0.03% 146
2022
Q1 		$710K Sell
13,210
-1,060
-7% -$61.7K 0.03% 145
2021
Q4 		$1.03M Sell
14,270
-330
-2% -$20.7K 0.04% 130
2021
Q3 		$831K Buy
14,600
+110
+0.8% +$6.69K 0.04% 141
2021
Q2 		$943K Buy
14,490
+390
+3% +$24.6K 0.04% 130
2021
Q1 		$839K Hold
14,100
– – 0.04% 134
2020
Q4 		$666K Buy
14,100
+2,700
+24% +$114K 0.03% 132
2020
Q3 		$378K Hold
11,400
– – 0.02% 144
2020
Q2 		$369K Hold
11,400
– – 0.02% 141
2020
Q1 		$274K Hold
11,400
– – 0.02% 152
2019
Q4 		$333K Hold
11,400
– – 0.01% 153
2019
Q3 		$263K Hold
11,400
– – 0.01% 154
2019
Q2 		$214K Hold
11,400
– – 0.01% 164
2019
Q1 		$204K Buy
+11,400
New +$190K 0.01% 185

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 $3.38T AUM 44.17% 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

Becker Capital Management's LRCX Position: Q2 2026 in Review

Becker Capital Management reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $353K and leaving 7,265 shares worth $3.15M. The position accounts for 0.08% of the portfolio, ranked #123.

Becker Capital Management first reported a position in LRCX in Q1 2019 and has held it in 30 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Becker Capital Management held 7,265 shares of Lam Research worth $3.15M as of Q2 2026.
  • Becker Capital Management sold 1,163 Lam Research shares in Q2 2026, an estimated $353K.
  • Lam Research made up 0.08% of Becker Capital Management's portfolio in Q2 2026, its #123 holding.
  • Becker Capital Management first reported a position in Lam Research in Q1 2019 and has held it in 30 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.