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Hohimer Wealth Management’s Lam Research LRCX Stock Holding History

Hohimer Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Sell
5,896
-36
-0.6% -$10.9K 0.25% 120
2026
Q1 		$1.27M Sell
5,932
-37,029
-86% -$8.28M 0.15% 150
2025
Q4 		$7.35M Sell
42,961
-137
-0.3% -$21.3K 0.99% 18
2025
Q3 		$5.77M Sell
43,098
-5,411
-11% -$573K 0.81% 26
2025
Q2 		$4.72M Buy
48,509
+627
+1% +$49.7K 0.84% 32
2025
Q1 		$3.48M Buy
47,882
+3,098
+7% +$244K 0.68% 56
2024
Q4 		$3.23M Buy
44,784
+604
+1% +$45.8K 0.61% 59
2024
Q3 		$3.61M Buy
44,180
+640
+1% +$55.6K 0.78% 52
2024
Q2 		$4.64M Sell
43,540
-5,090
-10% -$488K 1.08% 16
2024
Q1 		$4.72M Sell
48,630
-41,860
-46% -$3.68M 1.11% 20
2023
Q4 		$7.09M Buy
90,490
+740
+0.8% +$50.4K 1.8% 5
2023
Q3 		$5.63M Sell
89,750
-2,040
-2% -$134K 1.61% 9
2023
Q2 		$5.9M Sell
91,790
-3,090
-3% -$174K 1.63% 5
2023
Q1 		$5.03M Buy
94,880
+25,930
+38% +$1.27M 1.46% 10
2022
Q4 		$2.9M Sell
68,950
-29,700
-30% -$1.24M 0.92% 34
2022
Q3 		$3.61M Buy
98,650
+9,230
+10% +$411K 1.16% 19
2022
Q2 		$3.81M Buy
89,420
+950
+1% +$45.2K 1.13% 15
2022
Q1 		$4.76M Buy
88,470
+3,250
+4% +$189K 0.94% 28
2021
Q4 		$6.13M Sell
85,220
-16,020
-16% -$1M 1.29% 17
2021
Q3 		$5.76M Sell
101,240
-3,130
-3% -$190K 1.21% 16
2021
Q2 		$6.79M Buy
104,370
+9,910
+10% +$626K 1.39% 10
2021
Q1 		$5.62M Buy
94,460
+6,760
+8% +$368K 1.37% 13
2020
Q4 		$4.14M Sell
87,700
-15,360
-15% -$646K 1.1% 17
2020
Q3 		$3.75M Buy
103,060
+15,330
+17% +$528K 1.07% 20
2020
Q2 		$2.84M Buy
87,730
+15,310
+21% +$418K 0.98% 24
2020
Q1 		$1.92M Buy
72,420
+1,630
+2% +$46.9K 0.81% 44
2019
Q4 		$2.07M Buy
+70,790
New +$1.88M 0.72% 39

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hohimer Wealth Management's LRCX Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Lam Research (LRCX) stake by 0.61% in Q2 2026, selling an estimated $10.9K and leaving 5,896 shares worth $2.56M. The position accounts for 0.25% of the portfolio, ranked #120.

Hohimer Wealth Management first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.35M in Q4 2025. 3,139 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Hohimer Wealth Management held 5,896 shares of Lam Research worth $2.56M as of Q2 2026.
  • Hohimer Wealth Management sold 36 Lam Research shares in Q2 2026, an estimated $10.9K.
  • Lam Research made up 0.25% of Hohimer Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Hohimer Wealth Management first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's Lam Research position peaked at $7.35M in Q4 2025.
  • 3,139 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.