Guinness Atkinson 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 | $8.89M | Sell |
20,507
-5,531
| -21% | -$1.68M | 3.98% | 5 |
|
|
2026
Q1 | $5.56M | Sell |
26,038
-15,121
| -37% | -$3.38M | 2.78% | 21 |
|
|
2025
Q4 | $7.24M | Sell |
41,159
-12,245
| -23% | -$1.9M | 3.41% | 5 |
|
|
2025
Q3 | $7M | Sell |
53,404
-16,018
| -23% | -$1.7M | 3.33% | 9 |
|
|
2025
Q2 | $6.76M | Sell |
69,422
-5,498
| -7% | -$436K | 3.54% | 12 |
|
|
2025
Q1 | $5.45M | Sell |
74,920
-3,635
| -5% | -$286K | 3.03% | 18 |
|
|
2024
Q4 | $5.67M | Buy |
78,555
+3,605
| +5% | +$273K | 2.89% | 22 |
|
|
2024
Q3 | $6.12M | Sell |
74,950
-8,540
| -10% | -$743K | 2.98% | 22 |
|
|
2024
Q2 | $8.89M | Sell |
83,490
-11,030
| -12% | -$1.06M | 4.35% | 6 |
|
|
2024
Q1 | $9.18M | Hold |
94,520
| – | – | 4.31% | 4 |
|
|
2023
Q4 | $7.4M | Sell |
94,520
-2,050
| -2% | -$140K | 3.79% | 4 |
|
|
2023
Q3 | $6.05M | Hold |
96,570
| – | – | 3.37% | 7 |
|
|
2023
Q2 | $6.21M | Sell |
96,570
-2,290
| -2% | -$129K | 3.29% | 8 |
|
|
2023
Q1 | $5.24M | Sell |
98,860
-2,090
| -2% | -$103K | 2.96% | 14 |
|
|
2022
Q4 | $4.24M | Sell |
100,950
-5,060
| -5% | -$212K | 2.67% | 15 |
|
|
2022
Q3 | $3.88M | Hold |
106,010
| – | – | 2.48% | 20 |
|
|
2022
Q2 | $4.52M | Sell |
106,010
-10,080
| -9% | -$480K | 2.63% | 19 |
|
|
2022
Q1 | $6.24M | Sell |
116,090
-2,330
| -2% | -$136K | 3% | 19 |
|
|
2021
Q4 | $8.52M | Sell |
118,420
-3,300
| -3% | -$207K | 3.72% | 9 |
|
|
2021
Q3 | $6.93M | Buy |
121,720
+3,720
| +3% | +$226K | 3.22% | 22 |
|
|
2021
Q2 | $7.68M | Hold |
118,000
| – | – | 3.4% | 13 |
|
|
2021
Q1 | $7.02M | Sell |
118,000
-25,200
| -18% | -$1.37M | 3.47% | 10 |
|
|
2020
Q4 | $6.76M | Sell |
143,200
-27,000
| -16% | -$1.14M | 3.62% | 11 |
|
|
2020
Q3 | $5.65M | Sell |
170,200
-12,000
| -7% | -$413K | 3.43% | 18 |
|
|
2020
Q2 | $5.89M | Sell |
182,200
-19,900
| -10% | -$543K | 3.81% | 9 |
|
|
2020
Q1 | $4.85M | Sell |
202,100
-29,000
| -13% | -$835K | 3.84% | 8 |
|
|
2019
Q4 | $6.76M | Sell |
231,100
-17,500
| -7% | -$465K | 4.76% | 3 |
|
|
2019
Q3 | $5.75M | Sell |
248,600
-73,400
| -23% | -$1.54M | 4.54% | 6 |
|
|
2019
Q2 | $6.05M | Hold |
322,000
| – | – | 4.49% | 6 |
|
|
2019
Q1 | $5.76M | Sell |
322,000
-36,000
| -10% | -$601K | 4.32% | 14 |
|
|
2018
Q4 | $4.88M | Sell |
358,000
-11,000
| -3% | -$158K | 4.16% | 16 |
|
|
2018
Q3 | $5.6M | Hold |
369,000
| – | – | 3.59% | 16 |
|
|
2018
Q2 | $6.38M | Hold |
369,000
| – | – | 3.58% | 16 |
|
|
2018
Q1 | $7.5M | Buy |
+369,000
| New | +$7.31M | 4.58% | 12 |
|
Other funds holding LRCX
Guinness Atkinson Asset Management's LRCX Position: Q2 2026 in Review
Guinness Atkinson Asset Management reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $1.68M and leaving 20,507 shares worth $8.89M. The position accounts for 3.98% of the portfolio, ranked #5.
Guinness Atkinson Asset Management first reported a position in LRCX in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.18M in Q1 2024. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Guinness Atkinson Asset Management held 20,507 shares of Lam Research worth $8.89M as of Q2 2026.
- Guinness Atkinson Asset Management sold 5,531 Lam Research shares in Q2 2026, an estimated $1.68M.
- Lam Research made up 3.98% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #5 holding.
- Guinness Atkinson Asset Management first reported a position in Lam Research in Q1 2018 and has held it in 34 quarters since.
- Guinness Atkinson Asset Management's Lam Research position peaked at $9.18M in Q1 2024.
- 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.