Carnegie Investment Counsel’s Lam Research LRCX Stock Holding History

Carnegie Investment Counsel’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	$2.3M	Sell	5,316 -465	-8%	-$141K	0.05%	234
2026 Q1	$1.24M	Sell	5,781 -1,440	-20%	-$322K	0.02%	300
2025 Q4	$1.24M	Buy	7,221 +354	+5%	+$55.1K	0.02%	303
2025 Q3	$919K	Buy	6,867 +301	+5%	+$31.9K	0.02%	322
2025 Q2	$639K	Buy	+6,566	New	+$521K	0.01%	357
2024 Q4	–	Sell	-2,690	Closed	-$220K	–	475
2024 Q3	$220K	Buy	2,690 +260	+11%	+$22.6K	0.01%	440
2024 Q2	$259K	Sell	2,430 -150	-6%	-$14.4K	0.01%	420
2024 Q1	$251K	Sell	2,580 -90	-3%	-$7.92K	0.01%	446
2023 Q4	$209K	Buy	+2,670	New	+$182K	0.01%	466
2022 Q2	–	Sell	-3,990	Closed	-$215K	–	494
2022 Q1	$215K	Buy	3,990 +750	+23%	+$43.7K	0.01%	460
2021 Q4	$233K	Buy	+3,240	New	+$203K	0.01%	463

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Carnegie Investment Counsel's LRCX Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Lam Research (LRCX) stake by 8% in Q2 2026, selling an estimated $141K and leaving 5,316 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #234.

Carnegie Investment Counsel first reported a position in LRCX in Q4 2021 and has held it in 11 quarters since. 1,951 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Carnegie Investment Counsel held 5,316 shares of Lam Research worth $2.3M as of Q2 2026.
Carnegie Investment Counsel sold 465 Lam Research shares in Q2 2026, an estimated $141K.
Lam Research made up 0.05% of Carnegie Investment Counsel's portfolio in Q2 2026, its #234 holding.
Carnegie Investment Counsel first reported a position in Lam Research in Q4 2021 and has held it in 11 quarters since.
1,951 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.