Groesbeck Investment 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
$9.66M Sell
22,294
-1,789
-7% -$543K 15.39% 1
2026
Q1
$5.15M Sell
24,083
-1,087
-4% -$243K 10.02% 1
2025
Q4
$4.31M Sell
25,170
-54
-0.2% -$8.4K 8.13% 2
2025
Q3
$3.38M Sell
25,224
-4,326
-15% -$458K 6.59% 3
2025
Q2
$2.88M Sell
29,550
-1,360
-4% -$108K 5.05% 3
2025
Q1
$2.25M Sell
30,910
-1,030
-3% -$81.1K 3.14% 5
2024
Q4
$2.31M Sell
31,940
-3,300
-9% -$250K 3% 6
2024
Q3
$2.88M Sell
35,240
-4,690
-12% -$408K 4.22% 5
2024
Q2
$4.25M Sell
39,930
-4,760
-11% -$457K 5.89% 2
2024
Q1
$4.34M Buy
44,690
+150
+0.3% +$13.2K 4.62% 2
2023
Q4
$3.49M Buy
44,540
+500
+1% +$34.1K 4.83% 3
2023
Q3
$2.76M Buy
44,040
+560
+1% +$36.8K 4.18% 2
2023
Q2
$2.79M Sell
43,480
-1,930
-4% -$109K 4.25% 2
2023
Q1
$2.41M Hold
45,410
3.61% 3
2022
Q4
$1.91M Sell
45,410
-1,000
-2% -$41.8K 3.2% 6
2022
Q3
$1.98M Hold
46,410
3.26% 5
2022
Q2
$1.98M Sell
46,410
-720
-2% -$34.3K 3.26% 5
2022
Q1
$2.53M Hold
47,130
2.84% 3
2021
Q4
$3.39M Sell
47,130
-580
-1% -$36.4K 4.3% 1
2021
Q3
$2.71M Sell
47,710
-3,430
-7% -$209K 3.14% 4
2021
Q2
$3.33M Buy
51,140
+2,970
+6% +$187K 4.24% 1
2021
Q1
$2.87M Sell
48,170
-5,800
-11% -$316K 4.13% 1
2020
Q4
$2.55M Sell
53,970
-1,350
-2% -$56.8K 4.18% 1
2020
Q3
$1.83M Sell
55,320
-300
-0.5% -$10.3K 3.44% 4
2020
Q2
$1.8M Buy
55,620
+7,520
+16% +$205K 3.56% 4
2020
Q1
$1.15M Sell
48,100
-126,980
-73% -$3.66M 3.1% 5
2019
Q4
$5.12M Sell
175,080
-3,760
-2% -$99.8K 3.78% 5
2019
Q3
$4.13M Buy
178,840
+6,900
+4% +$145K 3.1% 6
2019
Q2
$3.23M Sell
171,940
-1,400
-0.8% -$26.6K 2.62% 8
2019
Q1
$3.1M Buy
173,340
+10,560
+6% +$176K 2.37% 13
2018
Q4
$2.22M Sell
162,780
-14,090
-8% -$202K 1.89% 18
2018
Q3
$2.68M Buy
176,870
+680
+0.4% +$11.6K 1.82% 20
2018
Q2
$3.04M Buy
176,190
+14,330
+9% +$276K 2.13% 16
2018
Q1
$3.29M Buy
161,860
+5,800
+4% +$115K 2.38% 14
2017
Q4
$2.87M Buy
156,060
+28,060
+22% +$551K 2.02% 20
2017
Q3
$2.37M Buy
128,000
+111,000
+653% +$1.8M 1.7% 23
2017
Q2
$240K Buy
+17,000
New +$249K 0.18% 85

Other funds holding LRCX

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

Groesbeck Investment Management reduced its Lam Research (LRCX) stake by 7.4% in Q2 2026, selling an estimated $543K and leaving 22,294 shares worth $9.66M. The position accounts for 15.39% of the portfolio, ranked #1.

Groesbeck Investment Management first reported a position in LRCX in Q2 2017 and has held it in 37 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Groesbeck Investment Management held 22,294 shares of Lam Research worth $9.66M as of Q2 2026.
  • Groesbeck Investment Management sold 1,789 Lam Research shares in Q2 2026, an estimated $543K.
  • Lam Research made up 15.39% of Groesbeck Investment Management's portfolio in Q2 2026, its #1 holding.
  • Groesbeck Investment Management first reported a position in Lam Research in Q2 2017 and has held it in 37 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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