Evercore Wealth Management’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 | $2.14M | Sell |
4,944
-50
| -1% | -$15.2K | 0.03% | 160 |
|
|
2026
Q1 | $1.07M | Hold |
4,994
| – | – | 0.02% | 214 |
|
|
2025
Q4 | $855K | Sell |
4,994
-160
| -3% | -$24.9K | 0.01% | 229 |
|
|
2025
Q3 | $690K | Hold |
5,154
| – | – | 0.01% | 256 |
|
|
2025
Q2 | $502K | Hold |
5,154
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $375K | Sell |
5,154
-110
| -2% | -$8.66K | 0.01% | 314 |
|
|
2024
Q4 | $380K | Buy |
+5,264
| New | +$399K | 0.01% | 313 |
|
|
2024
Q3 | – | Sell |
-4,360
| Closed | -$464K | – | 425 |
|
|
2024
Q2 | $464K | Sell |
4,360
-110
| -2% | -$10.6K | 0.01% | 284 |
|
|
2024
Q1 | $434K | Buy |
4,470
+60
| +1% | +$5.28K | 0.01% | 297 |
|
|
2023
Q4 | $345K | Buy |
4,410
+80
| +2% | +$5.45K | 0.01% | 317 |
|
|
2023
Q3 | $271K | Hold |
4,330
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $278K | Hold |
4,330
| – | – | 0.01% | 349 |
|
|
2023
Q1 | $230K | Buy |
+4,330
| New | +$212K | ﹤0.01% | 366 |
|
|
2021
Q2 | – | Sell |
-7,150
| Closed | -$426K | – | 432 |
|
|
2021
Q1 | $426K | Buy |
7,150
+10
| +0.1% | +$545 | 0.01% | 317 |
|
|
2020
Q4 | $337K | Buy |
7,140
+290
| +4% | +$12.2K | 0.01% | 343 |
|
|
2020
Q3 | $227K | Sell |
6,850
-20
| -0.3% | -$689 | 0.01% | 347 |
|
|
2020
Q2 | $222K | Buy |
+6,870
| New | +$187K | 0.01% | 346 |
|
|
2020
Q1 | – | Sell |
-6,870
| Closed | -$201K | – | 386 |
|
|
2019
Q4 | $201K | Buy |
+6,870
| New | +$182K | 0.01% | 393 |
|
|
2018
Q1 | – | Sell |
-6,030
| Closed | -$111K | – | 607 |
|
|
2017
Q4 | $111K | Hold |
6,030
| – | – | ﹤0.01% | 443 |
|
|
2017
Q3 | $112K | Hold |
6,030
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $85K | Hold |
6,030
| – | – | ﹤0.01% | 503 |
|
|
2017
Q1 | $77K | Sell |
6,030
-140
| -2% | -$1.65K | ﹤0.01% | 529 |
|
|
2016
Q4 | $65K | Buy |
6,170
+140
| +2% | +$1.42K | ﹤0.01% | 559 |
|
|
2016
Q3 | $57K | Buy |
6,030
+330
| +6% | +$3K | ﹤0.01% | 575 |
|
|
2016
Q2 | $48K | Hold |
5,700
| – | – | ﹤0.01% | 589 |
|
|
2016
Q1 | $47K | Hold |
5,700
| – | – | ﹤0.01% | 577 |
|
|
2015
Q4 | $45K | Hold |
5,700
| – | – | ﹤0.01% | 612 |
|
|
2015
Q3 | $37K | Hold |
5,700
| – | – | ﹤0.01% | 643 |
|
|
2015
Q2 | $46K | Hold |
5,700
| – | – | ﹤0.01% | 653 |
|
|
2015
Q1 | $40K | Hold |
5,700
| – | – | ﹤0.01% | 663 |
|
|
2014
Q4 | $46K | Hold |
5,700
| – | – | ﹤0.01% | 561 |
|
|
2014
Q3 | $43K | Hold |
5,700
| – | – | ﹤0.01% | 635 |
|
|
2014
Q2 | $38K | Hold |
5,700
| – | – | ﹤0.01% | 649 |
|
|
2014
Q1 | $31K | Hold |
5,700
| – | – | ﹤0.01% | 667 |
|
|
2013
Q4 | $31K | Sell |
5,700
-52,270
| -90% | -$275K | ﹤0.01% | 625 |
|
|
2013
Q3 | $297K | Sell |
57,970
-16,730
| -22% | -$81.8K | 0.02% | 348 |
|
|
2013
Q2 | $330K | Buy |
+74,700
| New | +$338K | 0.02% | 338 |
|
Other funds holding LRCX
Evercore Wealth Management's LRCX Position: Q2 2026 in Review
Evercore Wealth Management reduced its Lam Research (LRCX) stake by 1% in Q2 2026, selling an estimated $15.2K and leaving 4,944 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #160.
Evercore Wealth Management first reported a position in LRCX in Q2 2013 and has held it in 37 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Evercore Wealth Management held 4,944 shares of Lam Research worth $2.14M as of Q2 2026.
- Evercore Wealth Management sold 50 Lam Research shares in Q2 2026, an estimated $15.2K.
- Lam Research made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #160 holding.
- Evercore Wealth Management first reported a position in Lam Research in Q2 2013 and has held it in 37 quarters since.
- 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.