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Goelzer Investment Management’s Lam Research LRCX Stock Holding History

Goelzer Investment 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 		$6.6M Sell
15,226
-727
-5% -$221K 0.29% 72
2026
Q1 		$3.41M Sell
15,953
-111
-0.7% -$24.8K 0.16% 112
2025
Q4 		$2.75M Buy
16,064
+100
+0.6% +$15.6K 0.13% 116
2025
Q3 		$2.14M Buy
15,964
+11
+0.1% +$1.17K 0.11% 125
2025
Q2 		$1.55M Buy
+15,953
New +$1.27M 0.09% 138
2024
Q3 		– Sell
-1,940
Closed -$207K – 231
2024
Q2 		$207K Sell
1,940
-250
-11% -$24K 0.01% 225
2024
Q1 		$213K Sell
2,190
-400
-15% -$35.2K 0.01% 232
2023
Q4 		$203K Buy
+2,590
New +$177K 0.01% 228
2022
Q4 		– Sell
-12,080
Closed -$442K – 244
2022
Q3 		$442K Buy
12,080
+3,300
+38% +$147K 0.04% 184
2022
Q2 		$374K Buy
8,780
+1,030
+13% +$49K 0.04% 190
2022
Q1 		$417K Sell
7,750
-250
-3% -$14.6K 0.04% 185
2021
Q4 		$575K Buy
8,000
+500
+7% +$31.3K 0.05% 174
2021
Q3 		$427K Hold
7,500
– – 0.04% 185
2021
Q2 		$488K Buy
+7,500
New +$473K 0.04% 182

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

Goelzer Investment Management's LRCX Position: Q2 2026 in Review

Goelzer Investment Management reduced its Lam Research (LRCX) stake by 4.6% in Q2 2026, selling an estimated $221K and leaving 15,226 shares worth $6.6M. The position accounts for 0.29% of the portfolio, ranked #72.

Goelzer Investment Management first reported a position in LRCX in Q2 2021 and has held it in 14 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Goelzer Investment Management held 15,226 shares of Lam Research worth $6.6M as of Q2 2026.
  • Goelzer Investment Management sold 727 Lam Research shares in Q2 2026, an estimated $221K.
  • Lam Research made up 0.29% of Goelzer Investment Management's portfolio in Q2 2026, its #72 holding.
  • Goelzer Investment Management first reported a position in Lam Research in Q2 2021 and has held it in 14 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.