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Ferguson Wellman Capital Management’s Lam Research LRCX Stock Holding History

Ferguson Wellman 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 		$5.04M Buy
11,626
+1,677
+17% +$509K 0.06% 131
2026
Q1 		$2.13M Buy
9,949
+525
+6% +$117K 0.03% 166
2025
Q4 		$1.61M Buy
9,424
+2,674
+40% +$416K 0.03% 154
2025
Q3 		$904K Buy
6,750
+185
+3% +$19.6K 0.01% 191
2025
Q2 		$639K Sell
6,565
-510
-7% -$40.5K 0.01% 216
2025
Q1 		$514K Buy
7,075
+535
+8% +$42.1K 0.01% 238
2024
Q4 		$472K Buy
6,540
+1,430
+28% +$108K 0.01% 248
2024
Q3 		$417K Buy
5,110
+200
+4% +$17.4K 0.01% 273
2024
Q2 		$523K Hold
4,910
– – 0.01% 236
2024
Q1 		$477K Hold
4,910
– – 0.01% 262
2023
Q4 		$385K Buy
4,910
+50
+1% +$3.41K 0.01% 278
2023
Q3 		$305K Sell
4,860
-210
-4% -$13.8K 0.01% 291
2023
Q2 		$326K Buy
5,070
+140
+3% +$7.89K 0.01% 295
2023
Q1 		$261K Buy
4,930
+10
+0.2% +$491 0.01% 312
2022
Q4 		$207K Buy
+4,920
New +$206K 0.01% 332

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ferguson Wellman Capital Management's LRCX Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Lam Research (LRCX) stake by 17% in Q2 2026, buying an estimated $509K and bringing the position to 11,626 shares worth $5.04M. The position accounts for 0.06% of the portfolio, ranked #131.

Ferguson Wellman Capital Management first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ferguson Wellman Capital Management held 11,626 shares of Lam Research worth $5.04M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 1,677 Lam Research shares in Q2 2026, an estimated $509K.
  • Lam Research made up 0.06% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #131 holding.
  • Ferguson Wellman Capital Management first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.