Blume Capital 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 | $1.15M | Sell |
2,655
-95
| -3% | -$28.8K | 0.17% | 78 |
|
|
2026
Q1 | $588K | Sell |
2,750
-94
| -3% | -$21K | 0.1% | 89 |
|
|
2025
Q4 | $487K | Sell |
2,844
-456
| -14% | -$70.9K | 0.09% | 88 |
|
|
2025
Q3 | $442K | Hold |
3,300
| – | – | 0.08% | 87 |
|
|
2025
Q2 | $321K | Sell |
3,300
-9
| -0.3% | -$714 | 0.06% | 95 |
|
|
2025
Q1 | $241K | Buy |
3,309
+9
| +0.3% | +$709 | 0.05% | 98 |
|
|
2024
Q4 | $238K | Hold |
3,300
| – | – | 0.05% | 99 |
|
|
2024
Q3 | $269K | Hold |
3,300
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $351K | Hold |
3,300
| – | – | 0.08% | 82 |
|
|
2024
Q1 | $321K | Sell |
3,300
-100
| -3% | -$8.8K | 0.08% | 82 |
|
|
2023
Q4 | $266K | Hold |
3,400
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $213K | Hold |
3,400
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $219K | Hold |
3,400
| – | – | 0.06% | 86 |
|
|
2023
Q1 | $180K | Sell |
3,400
-7,320
| -68% | -$359K | 0.06% | 87 |
|
|
2022
Q4 | $451K | Buy |
10,720
+7,050
| +192% | +$295K | 0.15% | 67 |
|
|
2022
Q3 | $134K | Hold |
3,670
| – | – | 0.05% | 92 |
|
|
2022
Q2 | $156K | Buy |
3,670
+270
| +8% | +$12.9K | 0.06% | 89 |
|
|
2022
Q1 | $183K | Hold |
3,400
| – | – | 0.06% | 89 |
|
|
2021
Q4 | $245K | Hold |
3,400
| – | – | 0.08% | 84 |
|
|
2021
Q3 | $194K | Hold |
3,400
| – | – | 0.07% | 85 |
|
|
2021
Q2 | $221K | Hold |
3,400
| – | – | 0.08% | 78 |
|
|
2021
Q1 | $202K | Hold |
3,400
| – | – | 0.08% | 75 |
|
|
2020
Q4 | $161K | Sell |
3,400
-250
| -7% | -$10.5K | 0.07% | 78 |
|
|
2020
Q3 | $121K | Hold |
3,650
| – | – | 0.06% | 83 |
|
|
2020
Q2 | $118K | Hold |
3,650
| – | – | 0.07% | 80 |
|
|
2020
Q1 | $87K | Hold |
3,650
| – | – | 0.06% | 87 |
|
|
2019
Q4 | $106K | Hold |
3,650
| – | – | 0.05% | 92 |
|
|
2019
Q3 | $84K | Hold |
3,650
| – | – | 0.04% | 103 |
|
|
2019
Q2 | $69K | Hold |
3,650
| – | – | 0.03% | 107 |
|
|
2019
Q1 | $65K | Hold |
3,650
| – | – | 0.03% | 113 |
|
|
2018
Q4 | $50K | Hold |
3,650
| – | – | 0.03% | 122 |
|
|
2018
Q3 | $55K | Hold |
3,650
| – | – | 0.03% | 112 |
|
|
2018
Q2 | $63K | Hold |
3,650
| – | – | 0.03% | 100 |
|
|
2018
Q1 | $74K | Hold |
3,650
| – | – | 0.04% | 96 |
|
|
2017
Q4 | $67K | Hold |
3,650
| – | – | 0.03% | 110 |
|
|
2017
Q3 | $68K | Buy |
+3,650
| New | +$59.2K | 0.04% | 102 |
|
Other funds holding LRCX
Blume Capital Management's LRCX Position: Q2 2026 in Review
Blume Capital Management reduced its Lam Research (LRCX) stake by 3.5% in Q2 2026, selling an estimated $28.8K and leaving 2,655 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #78.
Blume Capital Management first reported a position in LRCX in Q3 2017 and has held it in 36 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Blume Capital Management held 2,655 shares of Lam Research worth $1.15M as of Q2 2026.
- Blume Capital Management sold 95 Lam Research shares in Q2 2026, an estimated $28.8K.
- Lam Research made up 0.17% of Blume Capital Management's portfolio in Q2 2026, its #78 holding.
- Blume Capital Management first reported a position in Lam Research in Q3 2017 and has held it in 36 quarters since.
- 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.