Cypress Capital’s Lam Research LRCX Stock Holding History

Cypress Capital’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	$4.11M	Sell	9,488 -5,129	-35%	-$1.56M	1.11%	17
2026 Q1	$3.12M	Sell	14,617 -279	-2%	-$62.4K	0.89%	20
2025 Q4	$2.55M	Buy	14,896 +72	+0.5%	+$11.2K	0.71%	29
2025 Q3	$1.98M	Sell	14,824 -7,089	-32%	-$751K	0.57%	42
2025 Q2	$2.13M	Buy	21,913 +351	+2%	+$27.8K	0.62%	37
2025 Q1	$1.57M	Buy	+21,562	New	+$1.7M	0.45%	42
2022 Q3	–	Sell	-163,420	Closed	-$6.96M	–	143
2022 Q2	$6.96M	Hold	163,420	–	–	0.99%	27
2022 Q1	$8.79M	Hold	163,420	–	–	1.08%	26
2021 Q4	$11.8M	Buy	163,420 +50	+0%	+$3.13K	1.34%	19
2021 Q3	$9.3M	Buy	+163,370	New	+$9.94M	1.18%	21
2020 Q3	–	Sell	-31,910	Closed	-$1.03M	–	66
2020 Q2	$1.03M	Buy	+31,910	New	+$870K	0.46%	42
2019 Q4	$777K	Sell	26,560 -9,580	-27%	-$254K	0.33%	53
2019 Q3	$835K	Sell	36,140 -5,120	-12%	-$108K	0.38%	41
2019 Q2	$775K	Buy	41,260 +560	+1%	+$10.6K	0.35%	38
2019 Q1	$728K	Buy	40,700 +5,230	+15%	+$87.3K	0.3%	43
2018 Q4	$483K	Buy	+35,470	New	+$508K	0.22%	58

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Capital's LRCX Position: Q2 2026 in Review

Cypress Capital reduced its Lam Research (LRCX) stake by 35% in Q2 2026, selling an estimated $1.56M and leaving 9,488 shares worth $4.11M. The position accounts for 1.11% of the portfolio, ranked #17.

Cypress Capital first reported a position in LRCX in Q4 2018 and has held it in 16 quarters since. The position peaked at $11.8M in Q4 2021. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cypress Capital held 9,488 shares of Lam Research worth $4.11M as of Q2 2026.
Cypress Capital sold 5,129 Lam Research shares in Q2 2026, an estimated $1.56M.
Lam Research made up 1.11% of Cypress Capital's portfolio in Q2 2026, its #17 holding.
Cypress Capital first reported a position in Lam Research in Q4 2018 and has held it in 16 quarters since.
Cypress Capital's Lam Research position peaked at $11.8M in Q4 2021.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.