Grassi Investment Management’s Lam Research LRCX Stock Holding History

Grassi 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
2025 Q2	$370K	Sell	3,800 -200	-5%	-$15.9K	0.03%	103
2025 Q1	$291K	Hold	4,000	–	–	0.03%	109
2024 Q4	$289K	Hold	4,000	–	–	0.02%	110
2024 Q3	$326K	Hold	4,000	–	–	0.03%	109
2024 Q2	$426K	Hold	4,000	–	–	0.04%	104
2024 Q1	$389K	Sell	4,000 -100	-2%	-$8.8K	0.04%	106
2023 Q4	$321K	Hold	4,100	–	–	0.03%	106
2023 Q3	$257K	Sell	4,100 -500	-11%	-$32.8K	0.03%	104
2023 Q2	$296K	Hold	4,600	–	–	0.03%	99
2023 Q1	$244K	Buy	+4,600	New	+$226K	0.03%	112
2022 Q2	–	Sell	-4,600	Closed	-$247K	–	129
2022 Q1	$247K	Hold	4,600	–	–	0.03%	123
2021 Q4	$331K	Hold	4,600	–	–	0.03%	119
2021 Q3	$262K	Hold	4,600	–	–	0.03%	125
2021 Q2	$299K	Hold	4,600	–	–	0.03%	121
2021 Q1	$274K	Hold	4,600	–	–	0.03%	119
2020 Q4	$217K	Buy	+4,600	New	+$194K	0.03%	126
2019 Q4	–	Sell	-40,250	Closed	-$930K	–	118
2019 Q3	$930K	Sell	40,250 -35,750	-47%	-$751K	0.14%	76
2019 Q2	$1.43M	Sell	76,000 -2,000	-3%	-$37.9K	0.21%	71
2019 Q1	$1.4M	Buy	78,000 +6,000	+8%	+$100K	0.21%	75
2018 Q4	$980K	Sell	72,000 -2,500	-3%	-$35.8K	0.17%	75
2018 Q3	$1.13M	Buy	74,500 +1,250	+2%	+$21.3K	0.17%	75
2018 Q2	$1.27M	Buy	73,250 +8,500	+13%	+$164K	0.2%	71
2018 Q1	$1.31M	Sell	64,750 -8,000	-11%	-$158K	0.21%	71
2017 Q4	$1.34M	Sell	72,750 -1,000	-1%	-$19.6K	0.22%	76
2017 Q3	$1.36M	Sell	73,750 -5,500	-7%	-$89.2K	0.23%	75
2017 Q2	$1.12M	Buy	79,250 +1,000	+1%	+$14.7K	0.2%	82
2017 Q1	$1M	Hold	78,250	–	–	0.17%	85
2016 Q4	$827K	Sell	78,250 -2,000	-2%	-$20.3K	0.15%	90
2016 Q3	$760K	Sell	80,250 -2,250	-3%	-$20.5K	0.14%	90
2016 Q2	$693K	Sell	82,500 -750	-0.9%	-$6.03K	0.13%	91
2016 Q1	$688K	Hold	83,250	–	–	0.14%	93
2015 Q4	$661K	Sell	83,250 -3,500	-4%	-$26.3K	0.14%	101
2015 Q3	$567K	Sell	86,750 -6,750	-7%	-$49.5K	0.12%	112
2015 Q2	$761K	Sell	93,500 -4,500	-5%	-$35.3K	0.14%	107
2015 Q1	$688K	Hold	98,000	–	–	0.13%	110
2014 Q4	$778K	Hold	98,000	–	–	0.14%	104
2014 Q3	$732K	Hold	98,000	–	–	0.14%	103
2014 Q2	$662K	Hold	98,000	–	–	0.14%	106
2014 Q1	$539K	Sell	98,000 -11,000	-10%	-$58.4K	0.13%	108
2013 Q4	$594K	Buy	109,000 +5,500	+5%	+$28.9K	0.14%	102
2013 Q3	$530K	Sell	103,500 -4,500	-4%	-$22K	0.14%	103
2013 Q2	$479K	Buy	+108,000	New	+$488K	0.13%	115

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grassi Investment Management's LRCX Position: Q2 2025 in Review

Grassi Investment Management reduced its Lam Research (LRCX) stake by 5% in Q2 2025, selling an estimated $15.9K and leaving 3,800 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #103.

Grassi Investment Management first reported a position in LRCX in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.43M in Q2 2019. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Grassi Investment Management held 3,800 shares of Lam Research worth $370K as of Q2 2025.
Grassi Investment Management sold 200 Lam Research shares in Q2 2025, an estimated $15.9K.
Lam Research made up 0.03% of Grassi Investment Management's portfolio in Q2 2025, its #103 holding.
Grassi Investment Management first reported a position in Lam Research in Q2 2013 and has held it in 42 quarters since.
Grassi Investment Management's Lam Research position peaked at $1.43M in Q2 2019.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.