Conning Inc’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 | $8.5M | Sell |
19,621
-7,244
| -27% | -$2.2M | 0.25% | 95 |
|
|
2026
Q1 | $5.74M | Sell |
26,865
-7,158
| -21% | -$1.6M | 0.19% | 107 |
|
|
2025
Q4 | $5.82M | Sell |
34,023
-12,252
| -26% | -$1.91M | 0.2% | 111 |
|
|
2025
Q3 | $6.2M | Sell |
46,275
-12,335
| -21% | -$1.31M | 0.21% | 105 |
|
|
2025
Q2 | $5.71M | Sell |
58,610
-2,003
| -3% | -$159K | 0.2% | 107 |
|
|
2025
Q1 | $4.41M | Sell |
60,613
-7,443
| -11% | -$586K | 0.15% | 122 |
|
|
2024
Q4 | $4.92M | Buy |
68,056
+126
| +0.2% | +$9.56K | 0.17% | 115 |
|
|
2024
Q3 | $5.54M | Buy |
67,930
+14,200
| +26% | +$1.23M | 0.18% | 103 |
|
|
2024
Q2 | $5.72M | Sell |
53,730
-4,090
| -7% | -$392K | 0.21% | 96 |
|
|
2024
Q1 | $5.62M | Sell |
57,820
-7,960
| -12% | -$700K | 0.18% | 106 |
|
|
2023
Q4 | $5.15M | Sell |
65,780
-860
| -1% | -$58.6K | 0.18% | 111 |
|
|
2023
Q3 | $4.18M | Sell |
66,640
-7,620
| -10% | -$501K | 0.15% | 121 |
|
|
2023
Q2 | $4.77M | Sell |
74,260
-21,210
| -22% | -$1.2M | 0.16% | 114 |
|
|
2023
Q1 | $5.06M | Sell |
95,470
-13,730
| -13% | -$674K | 0.17% | 110 |
|
|
2022
Q4 | $4.59M | Sell |
109,200
-24,480
| -18% | -$1.02M | 0.15% | 125 |
|
|
2022
Q3 | $4.89M | Buy |
133,680
+820
| +0.6% | +$36.5K | 0.17% | 114 |
|
|
2022
Q2 | $5.66M | Buy |
132,860
+4,690
| +4% | +$223K | 0.17% | 114 |
|
|
2022
Q1 | $6.89M | Buy |
128,170
+20,920
| +20% | +$1.22M | 0.19% | 112 |
|
|
2021
Q4 | $7.71M | Sell |
107,250
-20,180
| -16% | -$1.27M | 0.21% | 98 |
|
|
2021
Q3 | $7.25M | Buy |
127,430
+2,580
| +2% | +$157K | 0.21% | 96 |
|
|
2021
Q2 | $8.12M | Sell |
124,850
-2,390
| -2% | -$151K | 0.24% | 89 |
|
|
2021
Q1 | $7.57M | Buy |
127,240
+106,210
| +505% | +$5.79M | 0.23% | 81 |
|
|
2020
Q4 | $993K | Sell |
21,030
-100
| -0.5% | -$4.21K | 0.03% | 198 |
|
|
2020
Q3 | $701K | Buy |
21,130
+250
| +1% | +$8.61K | 0.02% | 228 |
|
|
2020
Q2 | $675K | Sell |
20,880
-1,370
| -6% | -$37.4K | 0.03% | 231 |
|
|
2020
Q1 | $534K | Sell |
22,250
-1,030
| -4% | -$29.7K | 0.02% | 238 |
|
|
2019
Q4 | $681K | Sell |
23,280
-3,290
| -12% | -$87.4K | 0.02% | 257 |
|
|
2019
Q3 | $614K | Sell |
26,570
-500
| -2% | -$10.5K | 0.02% | 288 |
|
|
2019
Q2 | $508K | Sell |
27,070
-4,160
| -13% | -$78.9K | 0.02% | 312 |
|
|
2019
Q1 | $559K | Sell |
31,230
-100
| -0.3% | -$1.67K | 0.02% | 325 |
|
|
2018
Q4 | $427K | Sell |
31,330
-4,100
| -12% | -$58.8K | 0.01% | 362 |
|
|
2018
Q3 | $537K | Sell |
35,430
-1,600
| -4% | -$27.3K | 0.02% | 369 |
|
|
2018
Q2 | $640K | Sell |
37,030
-600
| -2% | -$11.6K | 0.02% | 342 |
|
|
2018
Q1 | $764K | Buy |
37,630
+100
| +0.3% | +$1.98K | 0.02% | 308 |
|
|
2017
Q4 | $691K | Sell |
37,530
-900
| -2% | -$17.7K | 0.02% | 339 |
|
|
2017
Q3 | $711K | Sell |
38,430
-900
| -2% | -$14.6K | 0.02% | 328 |
|
|
2017
Q2 | $556K | Sell |
39,330
-160
| -0.4% | -$2.35K | 0.02% | 378 |
|
|
2017
Q1 | $507K | Sell |
39,490
-200
| -0.5% | -$2.35K | 0.02% | 400 |
|
|
2016
Q4 | $420K | Buy |
39,690
+1,000
| +3% | +$10.2K | 0.02% | 420 |
|
|
2016
Q3 | $366K | Buy |
38,690
+700
| +2% | +$6.37K | 0.01% | 449 |
|
|
2016
Q2 | $319K | Buy |
37,990
+100
| +0.3% | +$803 | 0.01% | 464 |
|
|
2016
Q1 | $313K | Buy |
37,890
+1,100
| +3% | +$8K | 0.01% | 460 |
|
|
2015
Q4 | $292K | Sell |
36,790
-2,200
| -6% | -$16.5K | 0.01% | 473 |
|
|
2015
Q3 | $255K | Sell |
38,990
-4,700
| -11% | -$34.4K | 0.01% | 476 |
|
|
2015
Q2 | $355K | Sell |
43,690
-400
| -0.9% | -$3.14K | 0.01% | 458 |
|
|
2015
Q1 | $310K | Sell |
44,090
-600
| -1% | -$4.74K | 0.01% | 484 |
|
|
2014
Q4 | $355K | Sell |
44,690
-1,700
| -4% | -$13.2K | 0.02% | 450 |
|
|
2014
Q3 | $347K | Buy |
46,390
+3,100
| +7% | +$22.1K | 0.02% | 449 |
|
|
2014
Q2 | $293K | Sell |
43,290
-3,100
| -7% | -$18.5K | 0.02% | 483 |
|
|
2014
Q1 | $255K | Buy |
46,390
+1,900
| +4% | +$10.1K | 0.02% | 512 |
|
|
2013
Q4 | $242K | Buy |
44,490
+8,400
| +23% | +$44.2K | 0.02% | 494 |
|
|
2013
Q3 | $185K | Buy |
+36,090
| New | +$176K | 0.01% | 477 |
|
Other funds holding LRCX
Conning Inc's LRCX Position: Q2 2026 in Review
Conning Inc reduced its Lam Research (LRCX) stake by 27% in Q2 2026, selling an estimated $2.2M and leaving 19,621 shares worth $8.5M. The position accounts for 0.25% of the portfolio, ranked #95.
Conning Inc first reported a position in LRCX in Q3 2013 and has held it in 52 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Conning Inc held 19,621 shares of Lam Research worth $8.5M as of Q2 2026.
- Conning Inc sold 7,244 Lam Research shares in Q2 2026, an estimated $2.2M.
- Lam Research made up 0.25% of Conning Inc's portfolio in Q2 2026, its #95 holding.
- Conning Inc first reported a position in Lam Research in Q3 2013 and has held it in 52 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Conning Inc's 13F filing for Q2 2026, filed 30 Jul 2026.