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C.M. Bidwell & Associates’s Lam Research LRCX Stock Holding History

C.M. Bidwell & Associates’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Buy
3,375
+442
+15% +$134K 0.6% 35
2026
Q1 		$627K Sell
2,933
-16
-0.5% -$3.58K 0.29% 55
2025
Q4 		$505K Sell
2,949
-96
-3% -$14.9K 0.24% 62
2025
Q3 		$408K Buy
3,045
+273
+10% +$28.9K 0.2% 75
2025
Q2 		$270K Sell
2,772
-134
-5% -$10.6K 0.14% 103
2025
Q1 		$211K Sell
2,906
-54
-2% -$4.25K 0.13% 119
2024
Q4 		$214K Sell
2,960
-100
-3% -$7.58K 0.13% 114
2024
Q3 		$250K Sell
3,060
-80
-3% -$6.96K 0.15% 105
2024
Q2 		$334K Sell
3,140
-20
-0.6% -$1.92K 0.22% 77
2024
Q1 		$307K Sell
3,160
-110
-3% -$9.68K 0.21% 84
2023
Q4 		$256K Buy
3,270
+30
+0.9% +$2.04K 0.19% 93
2023
Q3 		$203K Buy
+3,240
New +$213K 0.15% 115
2020
Q4 		– Sell
-3,120
Closed -$104K – 513
2020
Q3 		$104K Buy
+3,120
New +$107K 0.1% 203
2018
Q3 		– Sell
-700
Closed -$12K – 426
2018
Q2 		$12K Sell
700
-15,950
-96% -$307K 0.01% 305
2018
Q1 		$338K Buy
16,650
+5,850
+54% +$116K 0.31% 87
2017
Q4 		$199K Hold
10,800
– – 0.17% 165
2017
Q3 		$200K Sell
10,800
-563,200
-98% -$9.14M 0.31% 123
2017
Q2 		$8.12M Buy
+574,000
New +$8.42M 1.73% 20

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's LRCX Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Lam Research (LRCX) stake by 15% in Q2 2026, buying an estimated $134K and bringing the position to 3,375 shares worth $1.46M. The position accounts for 0.6% of the portfolio, ranked #35.

C.M. Bidwell & Associates first reported a position in LRCX in Q2 2017 and has held it in 18 quarters since. The position peaked at $8.12M in Q2 2017. 3,133 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • C.M. Bidwell & Associates held 3,375 shares of Lam Research worth $1.46M as of Q2 2026.
  • C.M. Bidwell & Associates bought 442 Lam Research shares in Q2 2026, an estimated $134K.
  • Lam Research made up 0.6% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #35 holding.
  • C.M. Bidwell & Associates first reported a position in Lam Research in Q2 2017 and has held it in 18 quarters since.
  • C.M. Bidwell & Associates's Lam Research position peaked at $8.12M in Q2 2017.
  • 3,133 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.