Harbor Island 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 | $64.5M | Sell |
148,878
-10,907
| -7% | -$3.31M | 17.18% | 2 |
|
|
2026
Q1 | $34.1M | Sell |
159,785
-41,178
| -20% | -$9.21M | 12.68% | 2 |
|
|
2025
Q4 | $34.4M | Sell |
200,963
-29,837
| -13% | -$4.64M | 13.19% | 1 |
|
|
2025
Q3 | $30.9M | Sell |
230,800
-93,675
| -29% | -$9.92M | 13.23% | 1 |
|
|
2025
Q2 | $31.6M | Sell |
324,475
-30,645
| -9% | -$2.43M | 14.82% | 1 |
|
|
2025
Q1 | $25.8M | Sell |
355,120
-5,780
| -2% | -$455K | 12.79% | 1 |
|
|
2024
Q4 | $26.1M | Hold |
360,900
| – | – | 12.47% | 2 |
|
|
2024
Q3 | $29.5M | Sell |
360,900
-17,120
| -5% | -$1.49M | 13.93% | 2 |
|
|
2024
Q2 | $40.3M | Sell |
378,020
-1,700
| -0.4% | -$163K | 17.33% | 2 |
|
|
2024
Q1 | $36.9M | Sell |
379,720
-19,300
| -5% | -$1.7M | 16.9% | 2 |
|
|
2023
Q4 | $31.3M | Sell |
399,020
-4,840
| -1% | -$330K | 15.5% | 2 |
|
|
2023
Q3 | $25.3M | Sell |
403,860
-10,450
| -3% | -$687K | 14.63% | 2 |
|
|
2023
Q2 | $26.6M | Sell |
414,310
-38,970
| -9% | -$2.2M | 14.25% | 2 |
|
|
2023
Q1 | $24M | Sell |
453,280
-1,800
| -0.4% | -$88.3K | 13.2% | 2 |
|
|
2022
Q4 | $19.1M | Sell |
455,080
-17,260
| -4% | -$722K | 12.18% | 2 |
|
|
2022
Q3 | $17.3M | Sell |
472,340
-12,820
| -3% | -$571K | 12.09% | 2 |
|
|
2022
Q2 | $20.7M | Sell |
485,160
-90
| -0% | -$4.29K | 12.65% | 2 |
|
|
2022
Q1 | $26.1M | Buy |
485,250
+36,900
| +8% | +$2.15M | 12.53% | 2 |
|
|
2021
Q4 | $32.2M | Sell |
448,350
-3,230
| -0.7% | -$202K | 14.3% | 2 |
|
|
2021
Q3 | $25.7M | Hold |
451,580
| – | – | 13.54% | 2 |
|
|
2021
Q2 | $29.4M | Hold |
451,580
| – | – | 14.62% | 2 |
|
|
2021
Q1 | $26.9M | Hold |
451,580
| – | – | 13.96% | 2 |
|
|
2020
Q4 | $21.3M | Hold |
451,580
| – | – | 13.68% | 3 |
|
|
2020
Q3 | $15M | Hold |
451,580
| – | – | 12.05% | 3 |
|
|
2020
Q2 | $14.6M | Hold |
451,580
| – | – | 12.2% | 3 |
|
|
2020
Q1 | $10.8M | Buy |
451,580
+520
| +0.1% | +$15K | 10.45% | 3 |
|
|
2019
Q4 | $13.2M | Sell |
451,060
-3,560
| -0.8% | -$94.5K | 9.88% | 3 |
|
|
2019
Q3 | $10.5M | Hold |
454,620
| – | – | 8.85% | 3 |
|
|
2019
Q2 | $8.54M | Hold |
454,620
| – | – | 7.7% | 5 |
|
|
2019
Q1 | $8.14M | Hold |
454,620
| – | – | 7.63% | 6 |
|
|
2018
Q4 | $6.19M | Buy |
454,620
+30,000
| +7% | +$430K | 6.38% | 8 |
|
|
2018
Q3 | $6.44M | Buy |
+424,620
| New | +$7.25M | 5.65% | 8 |
|
Other funds holding LRCX
Harbor Island Capital's LRCX Position: Q2 2026 in Review
Harbor Island Capital reduced its Lam Research (LRCX) stake by 6.8% in Q2 2026, selling an estimated $3.31M and leaving 148,878 shares worth $64.5M. The position accounts for 17.18% of the portfolio, ranked #2.
Harbor Island Capital first reported a position in LRCX in Q3 2018 and has held it in 32 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Harbor Island Capital held 148,878 shares of Lam Research worth $64.5M as of Q2 2026.
- Harbor Island Capital sold 10,907 Lam Research shares in Q2 2026, an estimated $3.31M.
- Lam Research made up 17.18% of Harbor Island Capital's portfolio in Q2 2026, its #2 holding.
- Harbor Island Capital first reported a position in Lam Research in Q3 2018 and has held it in 32 quarters since.
- 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Harbor Island Capital's 13F filing for Q2 2026, filed 30 Jul 2026.