Belpointe Asset Management’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 | $4.15M | Sell |
9,570
-505
| -5% | -$153K | 0.14% | 138 |
|
|
2026
Q1 | $2.15M | Sell |
10,075
-5,642
| -36% | -$1.26M | 0.08% | 224 |
|
|
2025
Q4 | $2.69M | Sell |
15,717
-2,179
| -12% | -$339K | 0.1% | 179 |
|
|
2025
Q3 | $2.4M | Buy |
17,896
+113
| +0.6% | +$12K | 0.09% | 188 |
|
|
2025
Q2 | $1.73M | Sell |
17,783
-1,547
| -8% | -$123K | 0.07% | 227 |
|
|
2025
Q1 | $1.41M | Buy |
19,330
+17,531
| +974% | +$1.38M | 0.07% | 258 |
|
|
2024
Q4 | $1.48M | Sell |
1,799
-26,261
| -94% | -$1.99M | 0.09% | 225 |
|
|
2024
Q3 | $2.29M | Buy |
28,060
+12,560
| +81% | +$1.09M | 0.14% | 152 |
|
|
2024
Q2 | $1.65M | Sell |
15,500
-470
| -3% | -$45.1K | 0.12% | 175 |
|
|
2024
Q1 | $1.55M | Buy |
15,970
+330
| +2% | +$29K | 0.12% | 170 |
|
|
2023
Q4 | $1.23M | Sell |
15,640
-320
| -2% | -$21.8K | 0.11% | 188 |
|
|
2023
Q3 | $1M | Sell |
15,960
-230
| -1% | -$15.1K | 0.1% | 196 |
|
|
2023
Q2 | $1.04M | Sell |
16,190
-11,010
| -40% | -$621K | 0.11% | 177 |
|
|
2023
Q1 | $1.44M | Buy |
27,200
+1,110
| +4% | +$54.5K | 0.08% | 263 |
|
|
2022
Q4 | $1.1M | Sell |
26,090
-280
| -1% | -$11.7K | 0.07% | 297 |
|
|
2022
Q3 | $965K | Buy |
26,370
+740
| +3% | +$32.9K | 0.07% | 299 |
|
|
2022
Q2 | $1.09M | Sell |
25,630
-270
| -1% | -$12.9K | 0.07% | 275 |
|
|
2022
Q1 | $1.39M | Buy |
25,900
+2,200
| +9% | +$128K | 0.08% | 249 |
|
|
2021
Q4 | $1.7M | Sell |
23,700
-9,720
| -29% | -$609K | 0.11% | 196 |
|
|
2021
Q3 | $1.9M | Buy |
33,420
+1,300
| +4% | +$79.1K | 0.13% | 164 |
|
|
2021
Q2 | $2.09M | Buy |
32,120
+19,120
| +147% | +$1.21M | 0.15% | 147 |
|
|
2021
Q1 | $774K | Sell |
13,000
-5,860
| -31% | -$319K | 0.07% | 299 |
|
|
2020
Q4 | $890K | Buy |
18,860
+370
| +2% | +$15.6K | 0.08% | 273 |
|
|
2020
Q3 | $613K | Buy |
18,490
+860
| +5% | +$29.6K | 0.07% | 294 |
|
|
2020
Q2 | $570K | Buy |
17,630
+390
| +2% | +$10.6K | 0.07% | 276 |
|
|
2020
Q1 | $414K | Sell |
17,240
-27,880
| -62% | -$803K | 0.07% | 276 |
|
|
2019
Q4 | $1.32M | Buy |
45,120
+24,880
| +123% | +$661K | 0.17% | 137 |
|
|
2019
Q3 | $468K | Sell |
20,240
-3,500
| -15% | -$73.5K | 0.08% | 297 |
|
|
2019
Q2 | $446K | Sell |
23,740
-1,720
| -7% | -$32.6K | 0.09% | 254 |
|
|
2019
Q1 | $456K | Sell |
25,460
-7,190
| -22% | -$120K | 0.09% | 179 |
|
|
2018
Q4 | $445K | Buy |
32,650
+3,950
| +14% | +$56.6K | 0.11% | 195 |
|
|
2018
Q3 | $435K | Sell |
28,700
-190
| -0.7% | -$3.25K | 0.07% | 289 |
|
|
2018
Q2 | $499K | Buy |
28,890
+3,230
| +13% | +$62.2K | 0.14% | 166 |
|
|
2018
Q1 | $521K | Buy |
+25,660
| New | +$508K | 0.15% | 147 |
|
Other funds holding LRCX
Belpointe Asset Management's LRCX Position: Q2 2026 in Review
Belpointe Asset Management reduced its Lam Research (LRCX) stake by 5% in Q2 2026, selling an estimated $153K and leaving 9,570 shares worth $4.15M. The position accounts for 0.14% of the portfolio, ranked #138.
Belpointe Asset Management first reported a position in LRCX in Q1 2018 and has held it in 34 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Belpointe Asset Management held 9,570 shares of Lam Research worth $4.15M as of Q2 2026.
- Belpointe Asset Management sold 505 Lam Research shares in Q2 2026, an estimated $153K.
- Lam Research made up 0.14% of Belpointe Asset Management's portfolio in Q2 2026, its #138 holding.
- Belpointe Asset Management first reported a position in Lam Research in Q1 2018 and has held it in 34 quarters since.
- 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.