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Caldwell Sutter Capital’s Lam Research LRCX Stock Holding History

Caldwell Sutter Capital’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 		$753K Sell
1,738
-106
-6% -$32.2K 0.28% 87
2026
Q1 		$394K Sell
1,844
-148
-7% -$33.1K 0.16% 143
2025
Q4 		$341K Sell
1,992
-63
-3% -$9.8K 0.14% 147
2025
Q3 		$275K Sell
2,055
-48
-2% -$5.08K 0.12% 167
2025
Q2 		$205K Buy
2,103
+146
+7% +$11.6K 0.09% 203
2025
Q1 		$142K Sell
1,957
-12
-0.6% -$945 0.07% 237
2024
Q4 		$142K Sell
1,969
-31
-2% -$2.35K 0.07% 239
2024
Q3 		$163K Sell
2,000
-420
-17% -$36.5K 0.08% 225
2024
Q2 		$258K Buy
2,420
+250
+12% +$24K 0.13% 166
2024
Q1 		$211K Sell
2,170
-90
-4% -$7.92K 0.1% 186
2023
Q4 		$177K Sell
2,260
-90
-4% -$6.13K 0.09% 209
2023
Q3 		$147K Sell
2,350
-330
-12% -$21.7K 0.08% 216
2023
Q2 		$172K Buy
2,680
+800
+43% +$45.1K 0.09% 195
2023
Q1 		$99.7K Buy
+1,880
New +$92.3K 0.07% 189

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

Caldwell Sutter Capital's LRCX Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Lam Research (LRCX) stake by 5.7% in Q2 2026, selling an estimated $32.2K and leaving 1,738 shares worth $753K. The position accounts for 0.28% of the portfolio, ranked #87.

Caldwell Sutter Capital first reported a position in LRCX in Q1 2023 and has held it in 14 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Caldwell Sutter Capital held 1,738 shares of Lam Research worth $753K as of Q2 2026.
  • Caldwell Sutter Capital sold 106 Lam Research shares in Q2 2026, an estimated $32.2K.
  • Lam Research made up 0.28% of Caldwell Sutter Capital's portfolio in Q2 2026, its #87 holding.
  • Caldwell Sutter Capital first reported a position in Lam Research in Q1 2023 and has held it in 14 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.