Hosking Partners’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 | $36.8M | Sell |
85,010
-21,960
| -21% | -$6.67M | 1.22% | 30 |
|
|
2026
Q1 | $22.9M | Sell |
106,970
-31,517
| -23% | -$7.05M | 0.82% | 45 |
|
|
2025
Q4 | $23.7M | Sell |
138,487
-21,668
| -14% | -$3.37M | 0.81% | 42 |
|
|
2025
Q3 | $21.4M | Sell |
160,155
-143
| -0.1% | -$15.1K | 0.78% | 41 |
|
|
2025
Q2 | $15.6M | Sell |
160,298
-1,318
| -0.8% | -$105K | 0.62% | 53 |
|
|
2025
Q1 | $11.7M | Sell |
161,616
-1,520
| -0.9% | -$120K | 0.5% | 59 |
|
|
2024
Q4 | $11.8M | Sell |
163,136
-25,914
| -14% | -$1.97M | 0.46% | 63 |
|
|
2024
Q3 | $15.4M | Sell |
189,050
-36,080
| -16% | -$3.14M | 0.59% | 53 |
|
|
2024
Q2 | $24M | Buy |
225,130
+14,070
| +7% | +$1.35M | 0.89% | 40 |
|
|
2024
Q1 | $20.5M | Sell |
211,060
-660
| -0.3% | -$58.1K | 0.76% | 46 |
|
|
2023
Q4 | $16.6M | Sell |
211,720
-15,350
| -7% | -$1.05M | 0.7% | 48 |
|
|
2023
Q3 | $14.2M | Buy |
227,070
+38,040
| +20% | +$2.5M | 0.63% | 53 |
|
|
2023
Q2 | $12.2M | Buy |
189,030
+16,830
| +10% | +$949K | 0.51% | 62 |
|
|
2023
Q1 | $9.13M | Sell |
172,200
-34,620
| -17% | -$1.7M | 0.42% | 65 |
|
|
2022
Q4 | $8.69M | Buy |
206,820
+100,990
| +95% | +$4.22M | 0.35% | 75 |
|
|
2022
Q3 | $3.87M | Sell |
105,830
-6,720
| -6% | -$299K | 0.17% | 107 |
|
|
2022
Q2 | $4.8M | Sell |
112,550
-21,670
| -16% | -$1.03M | 0.19% | 99 |
|
|
2022
Q1 | $7.22M | Sell |
134,220
-2,850
| -2% | -$166K | 0.19% | 103 |
|
|
2021
Q4 | $9.86M | Sell |
137,070
-2,590
| -2% | -$162K | 0.24% | 89 |
|
|
2021
Q3 | $7.95M | Sell |
139,660
-15,300
| -10% | -$931K | 0.2% | 101 |
|
|
2021
Q2 | $10.1M | Sell |
154,960
-1,820
| -1% | -$115K | 0.22% | 98 |
|
|
2021
Q1 | $9.33M | Sell |
156,780
-5,990
| -4% | -$326K | 0.22% | 100 |
|
|
2020
Q4 | $7.69M | Sell |
162,770
-5,110
| -3% | -$215K | 0.2% | 99 |
|
|
2020
Q3 | $5.57M | Sell |
167,880
-5,650
| -3% | -$195K | 0.17% | 105 |
|
|
2020
Q2 | $5.61M | Sell |
173,530
-12,440
| -7% | -$339K | 0.17% | 107 |
|
|
2020
Q1 | $4.46M | Sell |
185,970
-5,460
| -3% | -$157K | 0.16% | 105 |
|
|
2019
Q4 | $5.6M | Sell |
191,430
-7,470
| -4% | -$198K | 0.14% | 122 |
|
|
2019
Q3 | $4.6M | Sell |
198,900
-9,730
| -5% | -$204K | 0.12% | 132 |
|
|
2019
Q2 | $3.92M | Sell |
208,630
-2,180
| -1% | -$41.4K | 0.1% | 143 |
|
|
2019
Q1 | $3.77M | Sell |
210,810
-1,160
| -0.5% | -$19.4K | 0.1% | 145 |
|
|
2018
Q4 | $2.89M | Buy |
211,970
+21,420
| +11% | +$307K | 0.08% | 144 |
|
|
2018
Q3 | $2.89M | Sell |
190,550
-5,570
| -3% | -$95.1K | 0.06% | 154 |
|
|
2018
Q2 | $3.39M | Buy |
+196,120
| New | +$3.78M | 0.07% | 148 |
|
Other funds holding LRCX
Hosking Partners's LRCX Position: Q2 2026 in Review
Hosking Partners reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $6.67M and leaving 85,010 shares worth $36.8M. The position accounts for 1.22% of the portfolio, ranked #30.
Hosking Partners first reported a position in LRCX in Q2 2018 and has held it in 33 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Hosking Partners held 85,010 shares of Lam Research worth $36.8M as of Q2 2026.
- Hosking Partners sold 21,960 Lam Research shares in Q2 2026, an estimated $6.67M.
- Lam Research made up 1.22% of Hosking Partners's portfolio in Q2 2026, its #30 holding.
- Hosking Partners first reported a position in Lam Research in Q2 2018 and has held it in 33 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Hosking Partners's 13F filing for Q2 2026, filed 3 Aug 2026.