First Financial Bankshares’s Lam Research LRCX Stock Holding History

First Financial Bankshares’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	$3.06M	Sell	7,059 -60	-0.8%	-$18.2K	0.06%	86
2026 Q1	$1.52M	Sell	7,119 -78	-1%	-$17.4K	0.03%	93
2025 Q4	$1.23M	Sell	7,197 -28,656	-80%	-$4.46M	0.02%	89
2025 Q3	$4.8M	Buy	35,853 +153	+0.4%	+$16.2K	0.1%	79
2025 Q2	$3.48M	Sell	35,700 -49	-0.1%	-$3.89K	0.08%	85
2025 Q1	$2.6M	Buy	+35,749	New	+$2.82M	0.06%	84
2024 Q4	–	Sell	-35,360	Closed	-$2.89M	–	178
2024 Q3	$2.89M	Sell	35,360 -109,960	-76%	-$9.56M	0.06%	85
2024 Q2	$15.5M	Sell	145,320 -1,250	-0.9%	-$120K	0.35%	59
2024 Q1	$14.2M	Sell	146,570 -57,360	-28%	-$5.05M	0.32%	61
2023 Q4	$16M	Buy	+203,930	New	+$13.9M	0.38%	60

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

First Financial Bankshares's LRCX Position: Q2 2026 in Review

First Financial Bankshares reduced its Lam Research (LRCX) stake by 0.84% in Q2 2026, selling an estimated $18.2K and leaving 7,059 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #86.

First Financial Bankshares first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. The position peaked at $16M in Q4 2023. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

First Financial Bankshares held 7,059 shares of Lam Research worth $3.06M as of Q2 2026.
First Financial Bankshares sold 60 Lam Research shares in Q2 2026, an estimated $18.2K.
Lam Research made up 0.06% of First Financial Bankshares's portfolio in Q2 2026, its #86 holding.
First Financial Bankshares first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
First Financial Bankshares's Lam Research position peaked at $16M in Q4 2023.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on First Financial Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.