Hamilton Capital’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
$752K Sell
1,736
-38
-2% -$11.5K 0.04% 59
2026
Q1
$379K Sell
1,774
-226
-11% -$50.5K 0.02% 94
2025
Q4
$342K Buy
+2,000
New +$311K 0.02% 104
2024
Q2
Sell
-2,110
Closed -$205K 141
2024
Q1
$205K Buy
+2,110
New +$186K 0.02% 133

Other funds holding LRCX

Hamilton Capital's LRCX Position: Q2 2026 in Review

Hamilton Capital reduced its Lam Research (LRCX) stake by 2.1% in Q2 2026, selling an estimated $11.5K and leaving 1,736 shares worth $752K. The position accounts for 0.04% of the portfolio, ranked #59.

Hamilton Capital first reported a position in LRCX in Q1 2024 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Hamilton Capital held 1,736 shares of Lam Research worth $752K as of Q2 2026.
  • Hamilton Capital sold 38 Lam Research shares in Q2 2026, an estimated $11.5K.
  • Lam Research made up 0.04% of Hamilton Capital's portfolio in Q2 2026, its #59 holding.
  • Hamilton Capital first reported a position in Lam Research in Q1 2024 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.