CCM Investment Advisers’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 | $9.84M | Sell |
22,710
-19,488
| -46% | -$5.92M | 0.76% | 55 |
|
|
2026
Q1 | $9.02M | Sell |
42,198
-1,722
| -4% | -$385K | 0.86% | 52 |
|
|
2025
Q4 | $7.52M | Sell |
43,920
-635
| -1% | -$98.8K | 0.72% | 54 |
|
|
2025
Q3 | $5.97M | Sell |
44,555
-2,460
| -5% | -$260K | 0.59% | 54 |
|
|
2025
Q2 | $4.58M | Buy |
47,015
+380
| +0.8% | +$30.1K | 0.49% | 53 |
|
|
2025
Q1 | $3.39M | Sell |
46,635
-1,725
| -4% | -$136K | 0.42% | 53 |
|
|
2024
Q4 | $3.49M | Sell |
48,360
-400
| -0.8% | -$30.3K | 0.39% | 56 |
|
|
2024
Q3 | $3.98M | Hold |
48,760
| – | – | 0.44% | 56 |
|
|
2024
Q2 | $5.19M | Sell |
48,760
-350
| -0.7% | -$33.6K | 0.61% | 54 |
|
|
2024
Q1 | $4.77M | Sell |
49,110
-12,640
| -20% | -$1.11M | 0.57% | 54 |
|
|
2023
Q4 | $4.84M | Sell |
61,750
-4,780
| -7% | -$326K | 0.6% | 56 |
|
|
2023
Q3 | $4.17M | Sell |
66,530
-2,850
| -4% | -$187K | 0.58% | 56 |
|
|
2023
Q2 | $4.46M | Sell |
69,380
-28,900
| -29% | -$1.63M | 0.6% | 58 |
|
|
2023
Q1 | $5.21M | Sell |
98,280
-5,100
| -5% | -$250K | 0.74% | 56 |
|
|
2022
Q4 | $4.35M | Sell |
103,380
-10,270
| -9% | -$430K | 0.69% | 55 |
|
|
2022
Q3 | $4.16M | Sell |
113,650
-1,590
| -1% | -$70.8K | 0.71% | 53 |
|
|
2022
Q2 | $4.91M | Sell |
115,240
-154,360
| -57% | -$7.35M | 0.79% | 54 |
|
|
2022
Q1 | $14.5M | Sell |
269,600
-8,250
| -3% | -$480K | 1.98% | 16 |
|
|
2021
Q4 | $20M | Sell |
277,850
-5,070
| -2% | -$318K | 2.42% | 6 |
|
|
2021
Q3 | $16.1M | Sell |
282,920
-4,080
| -1% | -$248K | 2.09% | 8 |
|
|
2021
Q2 | $18.7M | Sell |
287,000
-44,720
| -13% | -$2.82M | 2.39% | 5 |
|
|
2021
Q1 | $19.7M | Sell |
331,720
-72,440
| -18% | -$3.95M | 2.67% | 5 |
|
|
2020
Q4 | $19.1M | Sell |
404,160
-55,890
| -12% | -$2.35M | 2.76% | 5 |
|
|
2020
Q3 | $15.3M | Sell |
460,050
-33,600
| -7% | -$1.16M | 2.48% | 5 |
|
|
2020
Q2 | $16M | Sell |
493,650
-22,770
| -4% | -$621K | 2.72% | 5 |
|
|
2020
Q1 | $12.4M | Sell |
516,420
-82,890
| -14% | -$2.39M | 2.48% | 8 |
|
|
2019
Q4 | $17.5M | Sell |
599,310
-49,230
| -8% | -$1.31M | 2.73% | 4 |
|
|
2019
Q3 | $15M | Sell |
648,540
-38,920
| -6% | -$817K | 2.46% | 7 |
|
|
2019
Q2 | $12.9M | Sell |
687,460
-48,480
| -7% | -$920K | 2.17% | 13 |
|
|
2019
Q1 | $13.2M | Sell |
735,940
-7,020
| -0.9% | -$117K | 2.21% | 14 |
|
|
2018
Q4 | $10.1M | Buy |
742,960
+91,530
| +14% | +$1.31M | 2.01% | 21 |
|
|
2018
Q3 | $9.88M | Sell |
651,430
-4,100
| -0.6% | -$70K | 1.82% | 25 |
|
|
2018
Q2 | $11.3M | Buy |
655,530
+7,090
| +1% | +$137K | 2.16% | 11 |
|
|
2018
Q1 | $13.2M | Sell |
648,440
-29,810
| -4% | -$590K | 2.57% | 4 |
|
|
2017
Q4 | $12.5M | Sell |
678,250
-72,390
| -10% | -$1.42M | 2.41% | 5 |
|
|
2017
Q3 | $13.9M | Sell |
750,640
-48,290
| -6% | -$784K | 2.67% | 3 |
|
|
2017
Q2 | $11.3M | Sell |
798,930
-88,710
| -10% | -$1.3M | 2.21% | 6 |
|
|
2017
Q1 | $11.4M | Buy |
887,640
+46,540
| +6% | +$547K | 2.27% | 6 |
|
|
2016
Q4 | $8.89M | Buy |
841,100
+76,060
| +10% | +$772K | 1.88% | 21 |
|
|
2016
Q3 | $7.25M | Sell |
765,040
-286,390
| -27% | -$2.61M | 1.53% | 38 |
|
|
2016
Q2 | $8.84M | Buy |
+1,051,430
| New | +$8.45M | 0.82% | 53 |
|
|
2015
Q3 | – | Sell |
-279,000
| Closed | -$2.27M | – | 109 |
|
|
2015
Q2 | $2.27M | Sell |
279,000
-290,700
| -51% | -$2.28M | 0.21% | 65 |
|
|
2015
Q1 | $4M | Sell |
569,700
-1,882,360
| -77% | -$14.9M | 0.39% | 62 |
|
|
2014
Q4 | $19.5M | Buy |
2,452,060
+746,960
| +44% | +$5.79M | 1.77% | 26 |
|
|
2014
Q3 | $12.7M | Buy |
+1,705,100
| New | +$12.2M | 1.14% | 46 |
|
Other funds holding LRCX
CCM Investment Advisers's LRCX Position: Q2 2026 in Review
CCM Investment Advisers reduced its Lam Research (LRCX) stake by 46% in Q2 2026, selling an estimated $5.92M and leaving 22,710 shares worth $9.84M. The position accounts for 0.76% of the portfolio, ranked #55.
CCM Investment Advisers first reported a position in LRCX in Q3 2014 and has held it in 45 quarters since. The position peaked at $20M in Q4 2021. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- CCM Investment Advisers held 22,710 shares of Lam Research worth $9.84M as of Q2 2026.
- CCM Investment Advisers sold 19,488 Lam Research shares in Q2 2026, an estimated $5.92M.
- Lam Research made up 0.76% of CCM Investment Advisers's portfolio in Q2 2026, its #55 holding.
- CCM Investment Advisers first reported a position in Lam Research in Q3 2014 and has held it in 45 quarters since.
- CCM Investment Advisers's Lam Research position peaked at $20M in Q4 2021.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.