Burney Company’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 | $88.5M | Sell |
204,176
-30,723
| -13% | -$9.33M | 2.39% | 5 |
|
|
2026
Q1 | $50.2M | Sell |
234,899
-91,600
| -28% | -$20.5M | 1.57% | 7 |
|
|
2025
Q4 | $55.9M | Sell |
326,499
-49,782
| -13% | -$7.74M | 1.74% | 8 |
|
|
2025
Q3 | $50.4M | Buy |
376,281
+51,967
| +16% | +$5.5M | 1.6% | 10 |
|
|
2025
Q2 | $31.6M | Buy |
324,314
+30,436
| +10% | +$2.41M | 1.07% | 15 |
|
|
2025
Q1 | $21.4M | Buy |
293,878
+113,240
| +63% | +$8.92M | 0.78% | 29 |
|
|
2024
Q4 | $13M | Buy |
180,638
+3,538
| +2% | +$268K | 0.46% | 55 |
|
|
2024
Q3 | $14.5M | Sell |
177,100
-5,910
| -3% | -$514K | 0.51% | 52 |
|
|
2024
Q2 | $19.5M | Sell |
183,010
-9,830
| -5% | -$943K | 0.74% | 28 |
|
|
2024
Q1 | $18.7M | Sell |
192,840
-3,630
| -2% | -$319K | 0.71% | 27 |
|
|
2023
Q4 | $15.4M | Sell |
196,470
-4,830
| -2% | -$329K | 0.65% | 31 |
|
|
2023
Q3 | $12.6M | Sell |
201,300
-37,580
| -16% | -$2.47M | 0.59% | 35 |
|
|
2023
Q2 | $15.4M | Sell |
238,880
-20,850
| -8% | -$1.18M | 0.7% | 25 |
|
|
2023
Q1 | $13.8M | Sell |
259,730
-6,780
| -3% | -$333K | 0.68% | 25 |
|
|
2022
Q4 | $11.2M | Sell |
266,510
-10,770
| -4% | -$451K | 0.57% | 41 |
|
|
2022
Q3 | $10.1M | Sell |
277,280
-16,320
| -6% | -$727K | 0.56% | 42 |
|
|
2022
Q2 | $12.5M | Buy |
293,600
+44,160
| +18% | +$2.1M | 0.66% | 34 |
|
|
2022
Q1 | $13.4M | Sell |
249,440
-29,220
| -10% | -$1.7M | 0.62% | 35 |
|
|
2021
Q4 | $20M | Sell |
278,660
-7,490
| -3% | -$470K | 0.87% | 15 |
|
|
2021
Q3 | $16.3M | Sell |
286,150
-8,780
| -3% | -$534K | 0.76% | 28 |
|
|
2021
Q2 | $19.2M | Sell |
294,930
-4,540
| -2% | -$287K | 0.89% | 14 |
|
|
2021
Q1 | $17.8M | Sell |
299,470
-91,960
| -23% | -$5.01M | 0.88% | 13 |
|
|
2020
Q4 | $18.5M | Sell |
391,430
-42,120
| -10% | -$1.77M | 1.01% | 9 |
|
|
2020
Q3 | $14.4M | Sell |
433,550
-21,310
| -5% | -$734K | 0.89% | 13 |
|
|
2020
Q2 | $14.7M | Sell |
454,860
-40,300
| -8% | -$1.1M | 0.95% | 17 |
|
|
2020
Q1 | $11.9M | Sell |
495,160
-69,290
| -12% | -$2M | 0.91% | 19 |
|
|
2019
Q4 | $16.5M | Buy |
564,450
+18,650
| +3% | +$495K | 0.91% | 20 |
|
|
2019
Q3 | $12.6M | Sell |
545,800
-10,080
| -2% | -$212K | 0.76% | 30 |
|
|
2019
Q2 | $10.4M | Sell |
555,880
-9,880
| -2% | -$187K | 0.63% | 39 |
|
|
2019
Q1 | $10.1M | Buy |
565,760
+2,170
| +0.4% | +$36.2K | 0.63% | 38 |
|
|
2018
Q4 | $7.67M | Sell |
563,590
-373,500
| -40% | -$5.35M | 0.54% | 53 |
|
|
2018
Q3 | $14.2M | Sell |
937,090
-72,400
| -7% | -$1.24M | 0.85% | 24 |
|
|
2018
Q2 | $17.4M | Buy |
1,009,490
+89,160
| +10% | +$1.72M | 1.02% | 20 |
|
|
2018
Q1 | $18.7M | Sell |
920,330
-12,450
| -1% | -$247K | 1.16% | 13 |
|
|
2017
Q4 | $17.2M | Buy |
932,780
+191,010
| +26% | +$3.75M | 0.97% | 20 |
|
|
2017
Q3 | $13.5M | Buy |
+741,770
| New | +$12M | 0.88% | 28 |
|
Other funds holding LRCX
LMFP
HPC
CRM
CNB
AIP
QCM
Burney Company's LRCX Position: Q2 2026 in Review
Burney Company reduced its Lam Research (LRCX) stake by 13% in Q2 2026, selling an estimated $9.33M and leaving 204,176 shares worth $88.5M. The position accounts for 2.39% of the portfolio, ranked #5.
Burney Company first reported a position in LRCX in Q3 2017 and has held it in 36 quarters since. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Burney Company held 204,176 shares of Lam Research worth $88.5M as of Q2 2026.
- Burney Company sold 30,723 Lam Research shares in Q2 2026, an estimated $9.33M.
- Lam Research made up 2.39% of Burney Company's portfolio in Q2 2026, its #5 holding.
- Burney Company first reported a position in Lam Research in Q3 2017 and has held it in 36 quarters since.
- 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.