Equitable Trust’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
$597K Sell
1,378
-85
-6% -$25.8K 0.02% 300
2026
Q1
$313K Hold
1,463
0.01% 397
2025
Q4
$250K Buy
+1,463
New +$228K 0.01% 407
2025
Q3
Sell
-3,449
Closed -$336K 451
2025
Q2
$336K Sell
3,449
-1,125
-25% -$89.2K 0.02% 363
2025
Q1
$333K Buy
4,574
+471
+11% +$37.1K 0.02% 388
2024
Q4
$296K Sell
4,103
-11,067
-73% -$839K 0.02% 414
2024
Q3
$1.24M Buy
15,170
+8,880
+141% +$772K 0.08% 183
2024
Q2
$670K Buy
6,290
+810
+15% +$77.7K 0.05% 244
2024
Q1
$532K Hold
5,480
0.04% 292
2023
Q4
$429K Buy
5,480
+480
+10% +$32.7K 0.03% 301
2023
Q3
$313K Hold
5,000
0.03% 336
2023
Q2
$321K Hold
5,000
0.02% 327
2023
Q1
$265K Hold
5,000
0.02% 354
2022
Q4
$210K Buy
+5,000
New +$209K 0.02% 375
2022
Q3
Sell
-5,000
Closed -$213K 396
2022
Q2
$213K Sell
5,000
-330
-6% -$15.7K 0.02% 371
2022
Q1
$287K Sell
5,330
-3,440
-39% -$200K 0.02% 331
2021
Q4
$631K Buy
+8,770
New +$550K 0.04% 221

Other funds holding LRCX

Equitable Trust's LRCX Position: Q2 2026 in Review

Equitable Trust reduced its Lam Research (LRCX) stake by 5.8% in Q2 2026, selling an estimated $25.8K and leaving 1,378 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #300.

Equitable Trust first reported a position in LRCX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.24M in Q3 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Equitable Trust held 1,378 shares of Lam Research worth $597K as of Q2 2026.
  • Equitable Trust sold 85 Lam Research shares in Q2 2026, an estimated $25.8K.
  • Lam Research made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #300 holding.
  • Equitable Trust first reported a position in Lam Research in Q4 2021 and has held it in 17 quarters since.
  • Equitable Trust's Lam Research position peaked at $1.24M in Q3 2024.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.