Braun Stacey Associates’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 | $67.3M | Sell |
155,268
-5,512
| -3% | -$1.67M | 1.91% | 10 |
|
|
2026
Q1 | $34.4M | Sell |
160,780
-2,567
| -2% | -$574K | 1.14% | 23 |
|
|
2025
Q4 | $28M | Sell |
163,347
-33,311
| -17% | -$5.18M | 0.91% | 37 |
|
|
2025
Q3 | $26.3M | Sell |
196,658
-58,335
| -23% | -$6.18M | 0.86% | 39 |
|
|
2025
Q2 | $24.8M | Sell |
254,993
-44,555
| -15% | -$3.53M | 0.9% | 42 |
|
|
2025
Q1 | $21.8M | Sell |
299,548
-487
| -0.2% | -$38.4K | 0.89% | 50 |
|
|
2024
Q4 | $21.7M | Sell |
300,035
-26,265
| -8% | -$1.99M | 0.81% | 50 |
|
|
2024
Q3 | $26.6M | Sell |
326,300
-35,870
| -10% | -$3.12M | 1.01% | 32 |
|
|
2024
Q2 | $38.6M | Sell |
362,170
-7,970
| -2% | -$764K | 1.5% | 13 |
|
|
2024
Q1 | $36M | Sell |
370,140
-10,900
| -3% | -$959K | 1.42% | 13 |
|
|
2023
Q4 | $29.8M | Sell |
381,040
-16,720
| -4% | -$1.14M | 1.33% | 17 |
|
|
2023
Q3 | $24.9M | Buy |
397,760
+10,220
| +3% | +$671K | 1.21% | 22 |
|
|
2023
Q2 | $24.9M | Sell |
387,540
-310,720
| -44% | -$17.5M | 1.16% | 24 |
|
|
2023
Q1 | $37M | Buy |
698,260
+373,930
| +115% | +$18.4M | 0.97% | 42 |
|
|
2022
Q4 | $13.6M | Buy |
324,330
+23,360
| +8% | +$977K | 0.78% | 60 |
|
|
2022
Q3 | $11M | Sell |
300,970
-101,370
| -25% | -$4.51M | 0.67% | 75 |
|
|
2022
Q2 | $17.1M | Sell |
402,340
-58,070
| -13% | -$2.76M | 0.98% | 37 |
|
|
2022
Q1 | $24.8M | Sell |
460,410
-69,850
| -13% | -$4.07M | 1.03% | 25 |
|
|
2021
Q4 | $38.1M | Sell |
530,260
-14,310
| -3% | -$897K | 1.39% | 10 |
|
|
2021
Q3 | $31M | Sell |
544,570
-13,170
| -2% | -$801K | 1.24% | 15 |
|
|
2021
Q2 | $36.3M | Sell |
557,740
-17,630
| -3% | -$1.11M | 1.41% | 9 |
|
|
2021
Q1 | $34.2M | Sell |
575,370
-106,440
| -16% | -$5.8M | 1.44% | 9 |
|
|
2020
Q4 | $32.2M | Sell |
681,810
-72,680
| -10% | -$3.06M | 1.45% | 9 |
|
|
2020
Q3 | $25M | Sell |
754,490
-20,200
| -3% | -$696K | 1.34% | 11 |
|
|
2020
Q2 | $25.1M | Buy |
774,690
+118,410
| +18% | +$3.23M | 1.44% | 9 |
|
|
2020
Q1 | $15.8M | Buy |
656,280
+17,950
| +3% | +$517K | 1.2% | 21 |
|
|
2019
Q4 | $18.7M | Buy |
+638,330
| New | +$17M | 1.04% | 31 |
|
|
2015
Q3 | – | Sell |
-98,350
| Closed | -$800K | – | 212 |
|
|
2015
Q2 | $800K | Sell |
98,350
-2,126,050
| -96% | -$16.7M | 0.03% | 207 |
|
|
2015
Q1 | $15.6M | Sell |
2,224,400
-197,900
| -8% | -$1.56M | 0.92% | 63 |
|
|
2014
Q4 | $19.2M | Sell |
2,422,300
-218,850
| -8% | -$1.7M | 1.17% | 22 |
|
|
2014
Q3 | $19.7M | Sell |
2,641,150
-253,250
| -9% | -$1.81M | 1.22% | 15 |
|
|
2014
Q2 | $19.6M | Sell |
2,894,400
-141,900
| -5% | -$848K | 1.16% | 19 |
|
|
2014
Q1 | $16.7M | Buy |
3,036,300
+1,103,700
| +57% | +$5.86M | 0.98% | 50 |
|
|
2013
Q4 | $10.5M | Buy |
+1,932,600
| New | +$10.2M | 0.6% | 86 |
|
Other funds holding LRCX
Braun Stacey Associates's LRCX Position: Q2 2026 in Review
Braun Stacey Associates reduced its Lam Research (LRCX) stake by 3.4% in Q2 2026, selling an estimated $1.67M and leaving 155,268 shares worth $67.3M. The position accounts for 1.91% of the portfolio, ranked #10.
Braun Stacey Associates first reported a position in LRCX in Q4 2013 and has held it in 34 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Braun Stacey Associates held 155,268 shares of Lam Research worth $67.3M as of Q2 2026.
- Braun Stacey Associates sold 5,512 Lam Research shares in Q2 2026, an estimated $1.67M.
- Lam Research made up 1.91% of Braun Stacey Associates's portfolio in Q2 2026, its #10 holding.
- Braun Stacey Associates first reported a position in Lam Research in Q4 2013 and has held it in 34 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.