Gables 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
Q2 | $960K | Buy |
2,215
+175
| +9% | +$53.1K | 0.35% | 65 |
|
|
2026
Q1 | $436K | Hold |
2,040
| – | – | 0.18% | 91 |
|
|
2025
Q4 | $349K | Hold |
2,040
| – | – | 0.15% | 105 |
|
|
2025
Q3 | $273K | Hold |
2,040
| – | – | 0.12% | 113 |
|
|
2025
Q2 | $199K | Hold |
2,040
| – | – | 0.09% | 122 |
|
|
2025
Q1 | $148K | Hold |
2,040
| – | – | 0.07% | 145 |
|
|
2024
Q4 | $147K | Buy |
+2,040
| New | +$155K | 0.07% | 144 |
|
|
2024
Q3 | – | Sell |
-2,040
| Closed | -$217K | – | 453 |
|
|
2024
Q2 | $217K | Hold |
2,040
| – | – | 0.11% | 117 |
|
|
2024
Q1 | $198K | Hold |
2,040
| – | – | 0.11% | 116 |
|
|
2023
Q4 | $160K | Hold |
2,040
| – | – | 0.1% | 125 |
|
|
2023
Q3 | $128K | Hold |
2,040
| – | – | 0.09% | 131 |
|
|
2023
Q2 | $131K | Hold |
2,040
| – | – | 0.09% | 134 |
|
|
2023
Q1 | $108K | Hold |
2,040
| – | – | 0.08% | 142 |
|
|
2022
Q4 | $85.7K | Hold |
2,040
| – | – | 0.06% | 156 |
|
|
2022
Q3 | $75K | Hold |
2,040
| – | – | 0.06% | 159 |
|
|
2022
Q2 | $87K | Hold |
2,040
| – | – | 0.07% | 154 |
|
|
2022
Q1 | $110K | Hold |
2,040
| – | – | 0.07% | 149 |
|
|
2021
Q4 | $147K | Hold |
2,040
| – | – | 0.09% | 136 |
|
|
2021
Q3 | $116K | Hold |
2,040
| – | – | 0.08% | 146 |
|
|
2021
Q2 | $133K | Hold |
2,040
| – | – | 0.09% | 136 |
|
|
2021
Q1 | $121K | Hold |
2,040
| – | – | 0.07% | 150 |
|
|
2020
Q4 | $96K | Hold |
2,040
| – | – | 0.06% | 160 |
|
|
2020
Q3 | $68K | Hold |
2,040
| – | – | 0.04% | 169 |
|
|
2020
Q2 | $66K | Hold |
2,040
| – | – | 0.05% | 169 |
|
|
2020
Q1 | $49K | Buy |
2,040
+360
| +21% | +$10.4K | 0.04% | 182 |
|
|
2019
Q4 | $49K | Hold |
1,680
| – | – | 0.03% | 202 |
|
|
2019
Q3 | $39K | Hold |
1,680
| – | – | 0.03% | 223 |
|
|
2019
Q2 | $32K | Hold |
1,680
| – | – | 0.03% | 219 |
|
|
2019
Q1 | $30K | Hold |
1,680
| – | – | 0.02% | 221 |
|
|
2018
Q4 | $23K | Hold |
1,680
| – | – | 0.02% | 227 |
|
|
2018
Q3 | $25K | Hold |
1,680
| – | – | 0.02% | 227 |
|
|
2018
Q2 | $29K | Buy |
+1,680
| New | +$32.4K | 0.02% | 219 |
|
Other funds holding LRCX
Gables Capital Management's LRCX Position: Q2 2026 in Review
Gables Capital Management increased its Lam Research (LRCX) stake by 8.6% in Q2 2026, buying an estimated $53.1K and bringing the position to 2,215 shares worth $960K. The position accounts for 0.35% of the portfolio, ranked #65.
Gables Capital Management first reported a position in LRCX in Q2 2018 and has held it in 32 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Gables Capital Management held 2,215 shares of Lam Research worth $960K as of Q2 2026.
- Gables Capital Management bought 175 Lam Research shares in Q2 2026, an estimated $53.1K.
- Lam Research made up 0.35% of Gables Capital Management's portfolio in Q2 2026, its #65 holding.
- Gables Capital Management first reported a position in Lam Research in Q2 2018 and has held it in 32 quarters since.
- 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.