HM Payson & Co’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 | $351M | Sell |
810,989
-32,270
| -4% | -$9.8M | 4.66% | 5 |
|
|
2026
Q1 | $180M | Sell |
843,259
-278,086
| -25% | -$62.2M | 2.6% | 7 |
|
|
2025
Q4 | $192M | Sell |
1,121,345
-171,361
| -13% | -$26.7M | 2.71% | 7 |
|
|
2025
Q3 | $173M | Sell |
1,292,706
-423
| -0% | -$44.8K | 2.49% | 7 |
|
|
2025
Q2 | $126M | Buy |
1,293,129
+132,727
| +11% | +$10.5M | 1.99% | 13 |
|
|
2025
Q1 | $84.4M | Buy |
1,160,402
+14,125
| +1% | +$1.11M | 1.48% | 22 |
|
|
2024
Q4 | $82.8M | Buy |
1,146,277
+38,997
| +4% | +$2.96M | 1.4% | 21 |
|
|
2024
Q3 | $90.4M | Buy |
1,107,280
+73,390
| +7% | +$6.38M | 1.55% | 17 |
|
|
2024
Q2 | $110M | Sell |
1,033,890
-42,560
| -4% | -$4.08M | 2% | 7 |
|
|
2024
Q1 | $105M | Sell |
1,076,450
-149,860
| -12% | -$13.2M | 1.94% | 11 |
|
|
2023
Q4 | $96.1M | Sell |
1,226,310
-27,650
| -2% | -$1.88M | 1.99% | 12 |
|
|
2023
Q3 | $78.6M | Sell |
1,253,960
-71,170
| -5% | -$4.68M | 1.84% | 15 |
|
|
2023
Q2 | $85.2M | Sell |
1,325,130
-24,190
| -2% | -$1.36M | 1.91% | 10 |
|
|
2023
Q1 | $71.5M | Buy |
1,349,320
+21,660
| +2% | +$1.06M | 1.72% | 18 |
|
|
2022
Q4 | $55.8M | Buy |
1,327,660
+105,710
| +9% | +$4.42M | 1.39% | 25 |
|
|
2022
Q3 | $44.7M | Buy |
1,221,950
+44,200
| +4% | +$1.97M | 1.23% | 29 |
|
|
2022
Q2 | $50.2M | Buy |
1,177,750
+176,550
| +18% | +$8.4M | 1.29% | 26 |
|
|
2022
Q1 | $53.8M | Buy |
1,001,200
+36,380
| +4% | +$2.12M | 1.22% | 29 |
|
|
2021
Q4 | $69.4M | Sell |
964,820
-54,920
| -5% | -$3.44M | 1.51% | 22 |
|
|
2021
Q3 | $58M | Buy |
1,019,740
+50,880
| +5% | +$3.1M | 1.41% | 23 |
|
|
2021
Q2 | $63M | Buy |
968,860
+86,400
| +10% | +$5.45M | 1.54% | 20 |
|
|
2021
Q1 | $52.5M | Sell |
882,460
-13,760
| -2% | -$750K | 1.4% | 24 |
|
|
2020
Q4 | $42.3M | Buy |
896,220
+32,450
| +4% | +$1.37M | 1.17% | 30 |
|
|
2020
Q3 | $28.7M | Buy |
863,770
+139,050
| +19% | +$4.79M | 0.88% | 36 |
|
|
2020
Q2 | $23.4M | Buy |
724,720
+92,120
| +15% | +$2.51M | 0.79% | 39 |
|
|
2020
Q1 | $15.2M | Buy |
632,600
+630,060
| +24,806% | +$18.1M | 0.6% | 51 |
|
|
2019
Q4 | $74K | Sell |
2,540
-500
| -16% | -$13.3K | ﹤0.01% | 517 |
|
|
2019
Q3 | $70K | Buy |
3,040
+1,150
| +61% | +$24.1K | ﹤0.01% | 538 |
|
|
2019
Q2 | $36K | Buy |
+1,890
| New | +$35.9K | ﹤0.01% | 653 |
|
Other funds holding LRCX
HM Payson & Co's LRCX Position: Q2 2026 in Review
HM Payson & Co reduced its Lam Research (LRCX) stake by 3.8% in Q2 2026, selling an estimated $9.8M and leaving 810,989 shares worth $351M. The position accounts for 4.66% of the portfolio, ranked #5.
HM Payson & Co first reported a position in LRCX in Q2 2019 and has held it in 29 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- HM Payson & Co held 810,989 shares of Lam Research worth $351M as of Q2 2026.
- HM Payson & Co sold 32,270 Lam Research shares in Q2 2026, an estimated $9.8M.
- Lam Research made up 4.66% of HM Payson & Co's portfolio in Q2 2026, its #5 holding.
- HM Payson & Co first reported a position in Lam Research in Q2 2019 and has held it in 29 quarters since.
- 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.