Brinker Capital Investments’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 | $36.9M | Buy |
85,197
+6,731
| +9% | +$2.04M | 0.28% | 59 |
|
|
2026
Q1 | $16.8M | Buy |
78,466
+2,137
| +3% | +$478K | 0.14% | 124 |
|
|
2025
Q4 | $13.1M | Buy |
76,329
+7,111
| +10% | +$1.11M | 0.1% | 188 |
|
|
2025
Q3 | $9.27M | Buy |
69,218
+8,840
| +15% | +$936K | 0.07% | 252 |
|
|
2025
Q2 | $5.88M | Buy |
60,378
+2,274
| +4% | +$180K | 0.05% | 344 |
|
|
2025
Q1 | $4.22M | Buy |
58,104
+5,096
| +10% | +$401K | 0.04% | 397 |
|
|
2024
Q4 | $3.83M | Sell |
53,008
-1,302
| -2% | -$98.8K | 0.04% | 403 |
|
|
2024
Q3 | $4.43M | Sell |
54,310
-9,070
| -14% | -$789K | 0.04% | 368 |
|
|
2024
Q2 | $6.75M | Sell |
63,380
-3,990
| -6% | -$383K | 0.07% | 252 |
|
|
2024
Q1 | $6.55M | Sell |
67,370
-6,560
| -9% | -$577K | 0.07% | 269 |
|
|
2023
Q4 | $5.6M | Buy |
73,930
+830
| +1% | +$56.6K | 0.07% | 282 |
|
|
2023
Q3 | $4.58M | Sell |
73,100
-9,570
| -12% | -$629K | 0.06% | 317 |
|
|
2023
Q2 | $5.31M | Buy |
82,670
+23,400
| +39% | +$1.32M | 0.06% | 316 |
|
|
2023
Q1 | $3.14M | Buy |
59,270
+22,040
| +59% | +$1.08M | 0.04% | 413 |
|
|
2022
Q4 | $1.56M | Sell |
37,230
-9,510
| -20% | -$398K | 0.03% | 567 |
|
|
2022
Q3 | $1.71M | Buy |
46,740
+1,310
| +3% | +$58.3K | 0.04% | 511 |
|
|
2022
Q2 | $1.94M | Buy |
45,430
+3,450
| +8% | +$164K | 0.04% | 492 |
|
|
2022
Q1 | $2.26M | Sell |
41,980
-3,410
| -8% | -$199K | 0.03% | 486 |
|
|
2021
Q4 | $3.26M | Buy |
45,390
+19,220
| +73% | +$1.2M | 0.05% | 398 |
|
|
2021
Q3 | $1.7M | Hold |
26,170
| – | – | 0.03% | 603 |
|
|
2021
Q2 | $1.7M | Sell |
26,170
-4,190
| -14% | -$264K | 0.02% | 657 |
|
|
2021
Q1 | $1.81M | Sell |
30,360
-33,490
| -52% | -$1.82M | 0.03% | 538 |
|
|
2020
Q4 | $3.02M | Buy |
63,850
+29,810
| +88% | +$1.25M | 0.05% | 456 |
|
|
2020
Q3 | $1.13M | Buy |
+34,040
| New | +$1.17M | 0.02% | 648 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$1K | – | 559 |
|
|
2019
Q4 | $1K | Sell |
40
-1,190
| -97% | -$31.6K | ﹤0.01% | 775 |
|
|
2019
Q3 | $28K | Hold |
1,230
| – | – | ﹤0.01% | 473 |
|
|
2019
Q2 | $23K | Hold |
1,230
| – | – | ﹤0.01% | 683 |
|
|
2019
Q1 | $22K | Hold |
1,230
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $17K | Hold |
1,230
| – | – | ﹤0.01% | 457 |
|
|
2018
Q3 | $19K | Hold |
1,230
| – | – | ﹤0.01% | 435 |
|
|
2018
Q2 | $21K | Hold |
1,230
| – | – | ﹤0.01% | 444 |
|
|
2018
Q1 | $25K | Buy |
+1,230
| New | +$24.4K | ﹤0.01% | 404 |
|
|
2015
Q3 | – | Sell |
-44,540
| Closed | -$362K | – | 493 |
|
|
2015
Q2 | $362K | Buy |
+44,540
| New | +$350K | 0.01% | 238 |
|
Other funds holding LRCX
Brinker Capital Investments's LRCX Position: Q2 2026 in Review
Brinker Capital Investments increased its Lam Research (LRCX) stake by 8.6% in Q2 2026, buying an estimated $2.04M and bringing the position to 85,197 shares worth $36.9M. The position accounts for 0.28% of the portfolio, ranked #59.
Brinker Capital Investments first reported a position in LRCX in Q2 2015 and has held it in 33 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Brinker Capital Investments held 85,197 shares of Lam Research worth $36.9M as of Q2 2026.
- Brinker Capital Investments bought 6,731 Lam Research shares in Q2 2026, an estimated $2.04M.
- Lam Research made up 0.28% of Brinker Capital Investments's portfolio in Q2 2026, its #59 holding.
- Brinker Capital Investments first reported a position in Lam Research in Q2 2015 and has held it in 33 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.