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Clifford Swan Investment Counsel’s Lam Research LRCX Stock Holding History

Clifford Swan 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
Q1 		$3.53M Sell
16,540
-137
-0.8% -$30.6K 0.12% 124
2025
Q4 		$2.85M Sell
16,677
-50
-0.3% -$7.78K 0.09% 136
2025
Q3 		$2.24M Buy
16,727
+167
+1% +$17.7K 0.07% 142
2025
Q2 		$1.61M Sell
16,560
-890
-5% -$70.6K 0.06% 154
2025
Q1 		$1.27M Hold
17,450
– – 0.05% 167
2024
Q4 		$1.26M Buy
17,450
+200
+1% +$15.2K 0.05% 167
2024
Q3 		$1.41M Buy
17,250
+400
+2% +$34.8K 0.05% 160
2024
Q2 		$1.79M Sell
16,850
-150
-0.9% -$14.4K 0.07% 147
2024
Q1 		$1.65M Buy
17,000
+60
+0.4% +$5.28K 0.06% 152
2023
Q4 		$1.33M Sell
16,940
-10
-0.1% -$682 0.05% 159
2023
Q3 		$1.06M Buy
16,950
+10
+0.1% +$657 0.04% 166
2023
Q2 		$1.09M Hold
16,940
– – 0.04% 169
2023
Q1 		$898K Hold
16,940
– – 0.04% 178
2022
Q4 		$712K Sell
16,940
-250
-1% -$10.5K 0.03% 182
2022
Q3 		$629K Sell
17,190
-600
-3% -$26.7K 0.03% 194
2022
Q2 		$758K Buy
17,790
+590
+3% +$28.1K 0.03% 193
2022
Q1 		$925K Hold
17,200
– – 0.03% 186
2021
Q4 		$1.24M Hold
17,200
– – 0.04% 174
2021
Q3 		$985K Sell
17,200
-200
-1% -$12.2K 0.04% 190
2021
Q2 		$1.13M Buy
17,400
+200
+1% +$12.6K 0.04% 174
2021
Q1 		$1.02M Sell
17,200
-900
-5% -$49K 0.04% 176
2020
Q4 		$855K Hold
18,100
– – 0.04% 188
2020
Q3 		$600K Sell
18,100
-750
-4% -$25.8K 0.03% 201
2020
Q2 		$610K Sell
18,850
-2,250
-11% -$61.4K 0.03% 195
2020
Q1 		$506K Hold
21,100
– – 0.03% 196
2019
Q4 		$617K Buy
+21,100
New +$560K 0.03% 199

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clifford Swan Investment Counsel's LRCX Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Lam Research (LRCX) stake by 0.82% in Q1 2026, selling an estimated $30.6K and leaving 16,540 shares worth $3.53M. The position accounts for 0.12% of the portfolio, ranked #124.

Clifford Swan Investment Counsel first reported a position in LRCX in Q4 2019 and has held it in 26 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Clifford Swan Investment Counsel held 16,540 shares of Lam Research worth $3.53M as of Q1 2026.
  • Clifford Swan Investment Counsel sold 137 Lam Research shares in Q1 2026, an estimated $30.6K.
  • Lam Research made up 0.12% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #124 holding.
  • Clifford Swan Investment Counsel first reported a position in Lam Research in Q4 2019 and has held it in 26 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.