Everence Capital 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
Q3 | $10.3M | Hold |
31,227
| – | – | 0.54% | 29 |
|
|
2026
Q2 | $13.5M | Hold |
31,227
| – | – | 0.71% | 24 |
|
|
2026
Q1 | $6.67M | Buy |
31,227
+2,337
| +8% | +$523K | 0.41% | 41 |
|
|
2025
Q4 | $4.94M | Hold |
28,890
| – | – | 0.29% | 52 |
|
|
2025
Q3 | $3.87M | Hold |
28,890
| – | – | 0.23% | 72 |
|
|
2025
Q2 | $2.81M | Hold |
28,890
| – | – | 0.18% | 104 |
|
|
2025
Q1 | $2.1M | Buy |
28,890
+1,150
| +4% | +$90.6K | 0.14% | 130 |
|
|
2024
Q4 | $2M | Sell |
27,740
-12,990
| -32% | -$985K | 0.13% | 131 |
|
|
2024
Q3 | $3.32M | Hold |
40,730
| – | – | 0.21% | 88 |
|
|
2024
Q2 | $3.64M | Hold |
40,730
| – | – | 0.25% | 73 |
|
|
2024
Q1 | $3.96M | Hold |
40,730
| – | – | 0.26% | 78 |
|
|
2023
Q4 | $3.19M | Buy |
40,730
+14,400
| +55% | +$981K | 0.23% | 92 |
|
|
2023
Q3 | $1.65M | Hold |
26,330
| – | – | 0.13% | 139 |
|
|
2023
Q2 | $1.62M | Hold |
26,330
| – | – | 0.13% | 131 |
|
|
2023
Q1 | $1.4M | Hold |
26,330
| – | – | 0.11% | 152 |
|
|
2022
Q4 | $1.11M | Sell |
26,330
-15,900
| -38% | -$665K | 0.1% | 184 |
|
|
2022
Q3 | $1.55M | Hold |
42,230
| – | – | 0.14% | 128 |
|
|
2022
Q2 | $1.8M | Hold |
42,230
| – | – | 0.16% | 119 |
|
|
2022
Q1 | $2.27M | Hold |
42,230
| – | – | 0.17% | 113 |
|
|
2021
Q4 | $3.04M | Buy |
42,230
+5,500
| +15% | +$345K | 0.23% | 81 |
|
|
2021
Q3 | $2.09M | Hold |
36,730
| – | – | 0.17% | 105 |
|
|
2021
Q2 | $2.39M | Hold |
36,730
| – | – | 0.2% | 96 |
|
|
2021
Q1 | $2.19M | Hold |
36,730
| – | – | 0.2% | 91 |
|
|
2020
Q4 | $1.74M | Hold |
36,730
| – | – | 0.17% | 101 |
|
|
2020
Q3 | $1.22M | Hold |
36,730
| – | – | 0.13% | 133 |
|
|
2020
Q2 | $1M | Hold |
36,730
| – | – | 0.12% | 152 |
|
|
2020
Q1 | $882K | Hold |
36,730
| – | – | 0.12% | 143 |
|
|
2019
Q4 | $1.07M | Buy |
36,730
+8,030
| +28% | +$213K | 0.16% | 127 |
|
|
2019
Q3 | $663K | Hold |
28,700
| – | – | 0.11% | 202 |
|
|
2019
Q2 | $539K | Hold |
28,700
| – | – | 0.09% | 238 |
|
|
2019
Q1 | $514K | Sell |
28,700
-5,130
| -15% | -$85.6K | 0.09% | 235 |
|
|
2018
Q4 | $461K | Hold |
33,830
| – | – | 0.11% | 211 |
|
|
2018
Q3 | $513K | Hold |
33,830
| – | – | 0.1% | 219 |
|
|
2018
Q2 | $585K | Hold |
33,830
| – | – | 0.12% | 199 |
|
|
2018
Q1 | $687K | Hold |
33,830
| – | – | 0.15% | 167 |
|
|
2017
Q4 | $623K | Sell |
33,830
-5,300
| -14% | -$104K | 0.14% | 186 |
|
|
2017
Q3 | $724K | Hold |
39,130
| – | – | 0.17% | 168 |
|
|
2017
Q2 | $553K | Hold |
39,130
| – | – | 0.14% | 199 |
|
|
2017
Q1 | $502K | Hold |
39,130
| – | – | 0.13% | 197 |
|
|
2016
Q4 | $414K | Buy |
+39,130
| New | +$397K | 0.12% | 216 |
|
Other funds holding LRCX
Everence Capital Management's LRCX Position: Q3 2026 in Review
Everence Capital Management held its Lam Research (LRCX) position steady in Q3 2026 at 31,227 shares worth $10.3M. The position accounts for 0.54% of the portfolio, ranked #29.
Everence Capital Management first reported a position in LRCX in Q4 2016 and has held it in 40 quarters since. The position peaked at $13.5M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.
- Everence Capital Management held 31,227 shares of Lam Research worth $10.3M as of Q3 2026.
- Everence Capital Management left its Lam Research share count unchanged in Q3 2026.
- Lam Research made up 0.54% of Everence Capital Management's portfolio in Q3 2026, its #29 holding.
- Everence Capital Management first reported a position in Lam Research in Q4 2016 and has held it in 40 quarters since.
- Everence Capital Management's Lam Research position peaked at $13.5M in Q2 2026.
- 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.
Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.