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Clark Capital Management Group’s Lam Research LRCX Stock Holding History

Clark Capital Management Group’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 		$21.3M Buy
49,100
+41,774
+570% +$12.7M 0.12% 158
2026
Q1 		$1.57M Sell
7,326
-4,663
-39% -$1.04M 0.01% 286
2025
Q4 		$2.05M Buy
11,989
+643
+6% +$100K 0.01% 263
2025
Q3 		$1.52M Buy
11,346
+372
+3% +$39.4K 0.01% 272
2025
Q2 		$1.07M Sell
10,974
-235
-2% -$18.6K 0.01% 291
2025
Q1 		$815K Buy
+11,209
New +$883K 0.01% 309
2024
Q3 		– Sell
-2,220
Closed -$236K – 420
2024
Q2 		$236K Buy
2,220
+110
+5% +$10.6K ﹤0.01% 369
2024
Q1 		$205K Buy
+2,110
New +$186K ﹤0.01% 384
2022
Q2 		– Sell
-404,340
Closed -$21.7M – 366
2022
Q1 		$21.7M Sell
404,340
-105,520
-21% -$6.14M 0.24% 149
2021
Q4 		$36.7M Buy
509,860
+15,890
+3% +$996K 0.45% 74
2021
Q3 		$28.1M Buy
493,970
+15,020
+3% +$914K 0.38% 101
2021
Q2 		$31.2M Buy
478,950
+12,380
+3% +$781K 0.44% 80
2021
Q1 		$27.8M Sell
466,570
-38,830
-8% -$2.12M 0.42% 94
2020
Q4 		$23.9M Sell
505,400
-150,800
-23% -$6.34M 0.39% 97
2020
Q3 		$21.8M Sell
656,200
-380,900
-37% -$13.1M 0.41% 99
2020
Q2 		$33.5M Sell
1,037,100
-16,990
-2% -$463K 0.63% 38
2020
Q1 		$25.3M Sell
1,054,090
-29,640
-3% -$853K 0.64% 45
2019
Q4 		$31.7M Buy
1,083,730
+122,720
+13% +$3.26M 0.66% 48
2019
Q3 		$22.2M Buy
961,010
+50,840
+6% +$1.07M 0.5% 78
2019
Q2 		$17.1M Buy
+910,170
New +$17.3M 0.36% 109
2018
Q2 		– Sell
-1,112,330
Closed -$22.6M – 298
2018
Q1 		$22.6M Sell
1,112,330
-83,520
-7% -$1.65M 0.71% 51
2017
Q4 		$22M Buy
1,195,850
+71,020
+6% +$1.4M 0.67% 53
2017
Q3 		$20.8M Buy
1,124,830
+127,130
+13% +$2.06M 0.7% 42
2017
Q2 		$14.1M Sell
997,700
-195,490
-16% -$2.87M 0.55% 61
2017
Q1 		$15.3M Buy
1,193,190
+145,310
+14% +$1.71M 0.68% 45
2016
Q4 		$11.1M Buy
1,047,880
+139,070
+15% +$1.41M 0.58% 57
2016
Q3 		$8.61M Buy
908,810
+395,940
+77% +$3.6M 0.49% 63
2016
Q2 		$4.31M Buy
+512,870
New +$4.12M 0.28% 108

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 $3.38T AUM 44.17% 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

Clark Capital Management Group's LRCX Position: Q2 2026 in Review

Clark Capital Management Group increased its Lam Research (LRCX) stake by 570% in Q2 2026, buying an estimated $12.7M and bringing the position to 49,100 shares worth $21.3M. The position accounts for 0.12% of the portfolio, ranked #158.

Clark Capital Management Group first reported a position in LRCX in Q2 2016 and has held it in 28 quarters since. The position peaked at $36.7M in Q4 2021. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Clark Capital Management Group held 49,100 shares of Lam Research worth $21.3M as of Q2 2026.
  • Clark Capital Management Group bought 41,774 Lam Research shares in Q2 2026, an estimated $12.7M.
  • Lam Research made up 0.12% of Clark Capital Management Group's portfolio in Q2 2026, its #158 holding.
  • Clark Capital Management Group first reported a position in Lam Research in Q2 2016 and has held it in 28 quarters since.
  • Clark Capital Management Group's Lam Research position peaked at $36.7M in Q4 2021.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.