GD
LRCX icon

Grandfield & Dodd’s Lam Research LRCX Stock Holding History

Grandfield & Dodd’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 		$1.09M Sell
2,518
-132
-5% -$40.1K 0.06% 109
2026
Q1 		$566K Hold
2,650
– – 0.03% 138
2025
Q4 		$454K Hold
2,650
– – 0.03% 148
2025
Q3 		$355K Hold
2,650
– – 0.02% 168
2025
Q2 		$258K Buy
+2,650
New +$210K 0.02% 190
2024
Q4 		– Sell
-2,650
Closed -$216K – 209
2024
Q3 		$216K Sell
2,650
-250
-9% -$21.7K 0.01% 202
2024
Q2 		$309K Hold
2,900
– – 0.02% 171
2024
Q1 		$282K Hold
2,900
– – 0.02% 175
2023
Q4 		$227K Buy
+2,900
New +$198K 0.02% 185
2022
Q2 		– Sell
-4,200
Closed -$230K – 197
2022
Q1 		$230K Hold
4,200
– – 0.02% 188
2021
Q4 		$300K Buy
4,200
+50
+1% +$3.13K 0.02% 174
2021
Q3 		$240K Buy
4,150
+1,000
+32% +$60.8K 0.02% 187
2021
Q2 		$200K Sell
3,150
-350
-10% -$22.1K 0.01% 203
2021
Q1 		$210K Buy
+3,500
New +$191K 0.02% 194

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

Grandfield & Dodd's LRCX Position: Q2 2026 in Review

Grandfield & Dodd reduced its Lam Research (LRCX) stake by 5% in Q2 2026, selling an estimated $40.1K and leaving 2,518 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #109.

Grandfield & Dodd first reported a position in LRCX in Q1 2021 and has held it in 14 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Grandfield & Dodd held 2,518 shares of Lam Research worth $1.09M as of Q2 2026.
  • Grandfield & Dodd sold 132 Lam Research shares in Q2 2026, an estimated $40.1K.
  • Lam Research made up 0.06% of Grandfield & Dodd's portfolio in Q2 2026, its #109 holding.
  • Grandfield & Dodd first reported a position in Lam Research in Q1 2021 and has held it in 14 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.