Guinness Asset 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 | $66M | Sell |
155,776
-53,923
| -26% | -$16.4M | 1.12% | 24 |
|
|
2026
Q1 | $44.1M | Sell |
209,699
-138,416
| -40% | -$30.9M | 0.76% | 35 |
|
|
2025
Q4 | $60.2M | Sell |
348,115
-73,997
| -18% | -$11.5M | 0.98% | 23 |
|
|
2025
Q3 | $55.3M | Sell |
422,112
-75,311
| -15% | -$7.97M | 0.88% | 25 |
|
|
2025
Q2 | $48.4M | Sell |
497,423
-10,199
| -2% | -$809K | 0.87% | 29 |
|
|
2025
Q1 | $36.9M | Buy |
507,622
+25,466
| +5% | +$2.01M | 0.7% | 35 |
|
|
2024
Q4 | $34.8M | Buy |
482,156
+90,086
| +23% | +$6.83M | 0.65% | 39 |
|
|
2024
Q3 | $32M | Sell |
392,070
-52,840
| -12% | -$4.59M | 0.61% | 41 |
|
|
2024
Q2 | $47.4M | Sell |
444,910
-39,620
| -8% | -$3.8M | 0.98% | 23 |
|
|
2024
Q1 | $47.1M | Buy |
484,530
+40,810
| +9% | +$3.59M | 0.98% | 21 |
|
|
2023
Q4 | $34.8M | Buy |
443,720
+3,330
| +0.8% | +$227K | 0.76% | 28 |
|
|
2023
Q3 | $27.6M | Buy |
440,390
+24,680
| +6% | +$1.62M | 0.64% | 33 |
|
|
2023
Q2 | $26.7M | Buy |
415,710
+27,530
| +7% | +$1.55M | 0.62% | 35 |
|
|
2023
Q1 | $20.6M | Buy |
388,180
+440
| +0.1% | +$21.6K | 0.52% | 48 |
|
|
2022
Q4 | $16.3M | Buy |
387,740
+4,250
| +1% | +$178K | 0.46% | 58 |
|
|
2022
Q3 | $14M | Sell |
383,490
-7,460
| -2% | -$332K | 0.48% | 59 |
|
|
2022
Q2 | $16.7M | Sell |
390,950
-34,400
| -8% | -$1.64M | 0.66% | 57 |
|
|
2022
Q1 | $22.9M | Buy |
425,350
+9,360
| +2% | +$545K | 0.85% | 50 |
|
|
2021
Q4 | $29.9M | Buy |
415,990
+20,350
| +5% | +$1.28M | 1.17% | 28 |
|
|
2021
Q3 | $22.5M | Buy |
395,640
+38,940
| +11% | +$2.37M | 1.07% | 42 |
|
|
2021
Q2 | $23.2M | Buy |
356,700
+5,900
| +2% | +$372K | 1.28% | 31 |
|
|
2021
Q1 | $20.9M | Buy |
350,800
+35,300
| +11% | +$1.92M | 1.32% | 26 |
|
|
2020
Q4 | $14.9M | Sell |
315,500
-28,100
| -8% | -$1.18M | 1.08% | 33 |
|
|
2020
Q3 | $11.4M | Hold |
343,600
| – | – | 1.19% | 30 |
|
|
2020
Q2 | $11.1M | Buy |
343,600
+23,600
| +7% | +$644K | 1.31% | 20 |
|
|
2020
Q1 | $7.68M | Hold |
320,000
| – | – | 1.11% | 32 |
|
|
2019
Q4 | $9.36M | Sell |
320,000
-96,000
| -23% | -$2.55M | 1.14% | 23 |
|
|
2019
Q3 | $9.61M | Hold |
416,000
| – | – | 1.46% | 16 |
|
|
2019
Q2 | $7.81M | Buy |
416,000
+41,300
| +11% | +$784K | 1.27% | 27 |
|
|
2019
Q1 | $6.71M | Sell |
374,700
-16,400
| -4% | -$274K | 1.14% | 31 |
|
|
2018
Q4 | $5.33M | Hold |
391,100
| – | – | 1.09% | 30 |
|
|
2018
Q3 | $5.93M | Hold |
391,100
| – | – | 1.07% | 45 |
|
|
2018
Q2 | $6.76M | Buy |
391,100
+90,400
| +30% | +$1.74M | 1.32% | 35 |
|
|
2018
Q1 | $6.11M | Buy |
+300,700
| New | +$5.96M | 1.34% | 32 |
|
Other funds holding LRCX
Guinness Asset Management's LRCX Position: Q2 2026 in Review
Guinness Asset Management reduced its Lam Research (LRCX) stake by 26% in Q2 2026, selling an estimated $16.4M and leaving 155,776 shares worth $66M. The position accounts for 1.12% of the portfolio, ranked #24.
Guinness Asset Management first reported a position in LRCX in Q1 2018 and has held it in 34 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Guinness Asset Management held 155,776 shares of Lam Research worth $66M as of Q2 2026.
- Guinness Asset Management sold 53,923 Lam Research shares in Q2 2026, an estimated $16.4M.
- Lam Research made up 1.12% of Guinness Asset Management's portfolio in Q2 2026, its #24 holding.
- Guinness Asset Management first reported a position in Lam Research in Q1 2018 and has held it in 34 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Guinness Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.