Donaldson Capital Management’s Lam Research LRCX Stock Holding History

Donaldson Capital Management’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	$261K	Buy	+602	New	+$183K	0.01%	277
2023 Q2	–	Sell	-4,200	Closed	-$223K	–	234
2023 Q1	$223K	Sell	4,200 -1,000	-19%	-$49.1K	0.01%	206
2022 Q4	$218K	Sell	5,200 -39,930	-88%	-$1.67M	0.01%	218
2022 Q3	$1.65M	Sell	45,130 -4,940	-10%	-$220K	0.09%	86
2022 Q2	$2.13M	Sell	50,070 -6,680	-12%	-$318K	0.11%	79
2022 Q1	$3.05M	Buy	56,750 +13,860	+32%	+$807K	0.14%	72
2021 Q4	$3.08M	Buy	42,890 +32,120	+298%	+$2.01M	0.14%	74
2021 Q3	$613K	Buy	10,770 +800	+8%	+$48.7K	0.03%	151
2021 Q2	$649K	Sell	9,970 -1,450	-13%	-$91.5K	0.03%	145
2021 Q1	$680K	Buy	11,420 +460	+4%	+$25.1K	0.04%	134
2020 Q4	$517K	Buy	10,960 +2,250	+26%	+$94.7K	0.03%	158
2020 Q3	$289K	Buy	+8,710	New	+$300K	0.02%	196

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 $3.38T AUM 44.17% 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

Donaldson Capital Management's LRCX Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 602 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Donaldson Capital Management previously reported a position in LRCX as recently as Q1 2023.

Donaldson Capital Management first reported a position in LRCX in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.08M in Q4 2021. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Donaldson Capital Management held 602 shares of Lam Research worth $261K as of Q2 2026.
Lam Research was a new Donaldson Capital Management position in Q2 2026.
Lam Research made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #277 holding.
Donaldson Capital Management first reported a position in Lam Research in Q3 2020 and has held it in 12 quarters since.
Donaldson Capital Management's Lam Research position peaked at $3.08M in Q4 2021.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.