James Investment Research’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 | $1.57M | Buy |
3,629
+125
| +4% | +$37.9K | 0.16% | 133 |
|
|
2026
Q1 | $749K | Sell |
3,504
-985
| -22% | -$220K | 0.08% | 210 |
|
|
2025
Q4 | $768K | Buy |
4,489
+485
| +12% | +$75.4K | 0.08% | 191 |
|
|
2025
Q3 | $536K | Sell |
4,004
-351
| -8% | -$37.2K | 0.06% | 231 |
|
|
2025
Q2 | $424K | Buy |
4,355
+355
| +9% | +$28.2K | 0.05% | 236 |
|
|
2025
Q1 | $291K | Hold |
4,000
| – | – | 0.04% | 268 |
|
|
2024
Q4 | $289K | Hold |
4,000
| – | – | 0.03% | 271 |
|
|
2024
Q3 | $326K | Hold |
4,000
| – | – | 0.04% | 267 |
|
|
2024
Q2 | $426K | Sell |
4,000
-520
| -12% | -$49.9K | 0.05% | 231 |
|
|
2024
Q1 | $439K | Buy |
4,520
+520
| +13% | +$45.7K | 0.05% | 227 |
|
|
2023
Q4 | $313K | Hold |
4,000
| – | – | 0.04% | 248 |
|
|
2023
Q3 | $251K | Sell |
4,000
-20
| -0.5% | -$1.31K | 0.03% | 246 |
|
|
2023
Q2 | $258K | Hold |
4,020
| – | – | 0.03% | 241 |
|
|
2023
Q1 | $213K | Sell |
4,020
-350
| -8% | -$17.2K | 0.03% | 258 |
|
|
2022
Q4 | $184K | Sell |
4,370
-146,630
| -97% | -$6.13M | 0.03% | 264 |
|
|
2022
Q3 | $5.53M | Sell |
151,000
-11,990
| -7% | -$534K | 0.79% | 36 |
|
|
2022
Q2 | $6.95M | Sell |
162,990
-45,160
| -22% | -$2.15M | 0.93% | 30 |
|
|
2022
Q1 | $11.2M | Sell |
208,150
-29,670
| -12% | -$1.73M | 1.17% | 21 |
|
|
2021
Q4 | $17.1M | Sell |
237,820
-12,430
| -5% | -$779K | 1.57% | 12 |
|
|
2021
Q3 | $14.2M | Sell |
250,250
-3,840
| -2% | -$234K | 1.32% | 16 |
|
|
2021
Q2 | $16.5M | Sell |
254,090
-4,730
| -2% | -$299K | 1.42% | 11 |
|
|
2021
Q1 | $15.4M | Sell |
258,820
-8,630
| -3% | -$470K | 1.4% | 14 |
|
|
2020
Q4 | $12.6M | Buy |
267,450
+24,180
| +10% | +$1.02M | 1.14% | 24 |
|
|
2020
Q3 | $8.07M | Buy |
243,270
+239,270
| +5,982% | +$8.24M | 0.75% | 42 |
|
|
2020
Q2 | $129K | Sell |
4,000
-600
| -13% | -$16.4K | 0.01% | 271 |
|
|
2020
Q1 | $110K | Sell |
4,600
-150
| -3% | -$4.32K | 0.01% | 263 |
|
|
2019
Q4 | $139K | Hold |
4,750
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $110K | Hold |
4,750
| – | – | 0.01% | 350 |
|
|
2019
Q2 | $89K | Sell |
4,750
-150
| -3% | -$2.85K | 0.01% | 444 |
|
|
2019
Q1 | $88K | Sell |
4,900
-131,170
| -96% | -$2.19M | 0.01% | 588 |
|
|
2018
Q4 | $1.85M | Buy |
136,070
+12,010
| +10% | +$172K | 0.12% | 160 |
|
|
2018
Q3 | $1.88M | Sell |
124,060
-127,410
| -51% | -$2.18M | 0.08% | 414 |
|
|
2018
Q2 | $4.35M | Sell |
251,470
-536,660
| -68% | -$10.3M | 0.17% | 125 |
|
|
2018
Q1 | $16M | Buy |
788,130
+697,280
| +768% | +$13.8M | 0.6% | 38 |
|
|
2017
Q4 | $1.67M | Sell |
90,850
-26,850
| -23% | -$528K | 0.06% | 401 |
|
|
2017
Q3 | $2.18M | Buy |
+117,700
| New | +$1.91M | 0.07% | 222 |
|
Other funds holding LRCX
James Investment Research's LRCX Position: Q2 2026 in Review
James Investment Research increased its Lam Research (LRCX) stake by 3.6% in Q2 2026, buying an estimated $37.9K and bringing the position to 3,629 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #133.
James Investment Research first reported a position in LRCX in Q3 2017 and has held it in 36 quarters since. The position peaked at $17.1M in Q4 2021. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- James Investment Research held 3,629 shares of Lam Research worth $1.57M as of Q2 2026.
- James Investment Research bought 125 Lam Research shares in Q2 2026, an estimated $37.9K.
- Lam Research made up 0.16% of James Investment Research's portfolio in Q2 2026, its #133 holding.
- James Investment Research first reported a position in Lam Research in Q3 2017 and has held it in 36 quarters since.
- James Investment Research's Lam Research position peaked at $17.1M in Q4 2021.
- 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.