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Crestwood Advisors Group’s Lam Research LRCX Stock Holding History

Crestwood Advisors 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 		$116M Sell
267,669
-10,096
-4% -$3.06M 1.72% 12
2026
Q1 		$59.3M Sell
277,765
-19,914
-7% -$4.45M 1% 27
2025
Q4 		$51M Sell
297,679
-29,266
-9% -$4.55M 0.85% 34
2025
Q3 		$43.8M Buy
326,945
+4,286
+1% +$454K 0.74% 39
2025
Q2 		$31.4M Sell
322,659
-16,909
-5% -$1.34M 0.56% 57
2025
Q1 		$24.7M Buy
339,568
+11,873
+4% +$935K 0.47% 64
2024
Q4 		$23.7M Buy
327,695
+43,805
+15% +$3.32M 0.44% 65
2024
Q3 		$23.2M Buy
283,890
+271,060
+2,113% +$23.6M 0.44% 68
2024
Q2 		$1.37M Buy
12,830
+50
+0.4% +$4.79K 0.03% 200
2024
Q1 		$1.24M Buy
12,780
+600
+5% +$52.8K 0.03% 204
2023
Q4 		$954K Buy
12,180
+8,060
+196% +$549K 0.02% 214
2023
Q3 		$259K Buy
+4,120
New +$271K 0.01% 313
2023
Q2 		– Sell
-4,680
Closed -$248K – 262
2023
Q1 		$248K Buy
+4,680
New +$230K 0.01% 236
2022
Q4 		– Sell
-5,940
Closed -$217K – 279
2022
Q3 		$217K Sell
5,940
-6,710
-53% -$299K 0.01% 246
2022
Q2 		$539K Sell
12,650
-2,650
-17% -$126K 0.02% 188
2022
Q1 		$823K Sell
15,300
-4,380
-22% -$255K 0.02% 172
2021
Q4 		$1.42M Buy
19,680
+16,000
+435% +$1M 0.04% 140
2021
Q3 		$209K Hold
3,680
– – 0.01% 259
2021
Q2 		$239K Hold
3,680
– – 0.01% 247
2021
Q1 		$219K Buy
+3,680
New +$201K 0.01% 247
2017
Q2 		– Sell
-3,250
Closed -$49K – 319
2017
Q1 		$49K Buy
+3,250
New +$38.2K ﹤0.01% 261

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's LRCX Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Lam Research (LRCX) stake by 3.6% in Q2 2026, selling an estimated $3.06M and leaving 267,669 shares worth $116M. The position accounts for 1.72% of the portfolio, ranked #12.

Crestwood Advisors Group first reported a position in LRCX in Q1 2017 and has held it in 21 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Crestwood Advisors Group held 267,669 shares of Lam Research worth $116M as of Q2 2026.
  • Crestwood Advisors Group sold 10,096 Lam Research shares in Q2 2026, an estimated $3.06M.
  • Lam Research made up 1.72% of Crestwood Advisors Group's portfolio in Q2 2026, its #12 holding.
  • Crestwood Advisors Group first reported a position in Lam Research in Q1 2017 and has held it in 21 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.