Johnson Investment Counsel’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 | $10.2M | Buy |
23,643
+673
| +3% | +$204K | 0.07% | 150 |
|
|
2026
Q1 | $4.91M | Buy |
22,970
+6,713
| +41% | +$1.5M | 0.04% | 181 |
|
|
2025
Q4 | $2.78M | Sell |
16,257
-2,570
| -14% | -$400K | 0.02% | 251 |
|
|
2025
Q3 | $2.52M | Sell |
18,827
-385
| -2% | -$40.8K | 0.02% | 274 |
|
|
2025
Q2 | $1.87M | Sell |
19,212
-242
| -1% | -$19.2K | 0.02% | 314 |
|
|
2025
Q1 | $1.41M | Buy |
+19,454
| New | +$1.53M | 0.01% | 346 |
|
|
2024
Q4 | – | Sell |
-22,370
| Closed | -$1.83M | – | 826 |
|
|
2024
Q3 | $1.83M | Sell |
22,370
-1,930
| -8% | -$168K | 0.02% | 305 |
|
|
2024
Q2 | $2.59M | Buy |
24,300
+10,300
| +74% | +$988K | 0.03% | 229 |
|
|
2024
Q1 | $1.36M | Sell |
14,000
-1,060
| -7% | -$93.3K | 0.01% | 333 |
|
|
2023
Q4 | $1.18M | Sell |
15,060
-730
| -5% | -$49.8K | 0.01% | 346 |
|
|
2023
Q3 | $990K | Buy |
15,790
+980
| +7% | +$64.4K | 0.01% | 352 |
|
|
2023
Q2 | $952K | Sell |
14,810
-600
| -4% | -$33.8K | 0.01% | 357 |
|
|
2023
Q1 | $817K | Buy |
15,410
+610
| +4% | +$29.9K | 0.01% | 381 |
|
|
2022
Q4 | $622K | Sell |
14,800
-20
| -0.1% | -$837 | 0.01% | 418 |
|
|
2022
Q3 | $542K | Sell |
14,820
-110
| -0.7% | -$4.9K | 0.01% | 421 |
|
|
2022
Q2 | $636K | Buy |
14,930
+320
| +2% | +$15.2K | 0.01% | 398 |
|
|
2022
Q1 | $788K | Hold |
14,610
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $1.05M | Hold |
14,610
| – | – | 0.01% | 344 |
|
|
2021
Q3 | $834K | Buy |
14,610
+80
| +0.6% | +$4.87K | 0.01% | 371 |
|
|
2021
Q2 | $948K | Sell |
14,530
-3,000
| -17% | -$189K | 0.01% | 336 |
|
|
2021
Q1 | $1.05M | Sell |
17,530
-1,790
| -9% | -$97.5K | 0.02% | 307 |
|
|
2020
Q4 | $915K | Hold |
19,320
| – | – | 0.02% | 315 |
|
|
2020
Q3 | $644K | Sell |
19,320
-1,240
| -6% | -$42.7K | 0.01% | 351 |
|
|
2020
Q2 | $668K | Sell |
20,560
-400
| -2% | -$10.9K | 0.01% | 348 |
|
|
2020
Q1 | $506K | Sell |
20,960
-60
| -0.3% | -$1.73K | 0.01% | 362 |
|
|
2019
Q4 | $617K | Buy |
21,020
+2,780
| +15% | +$73.8K | 0.01% | 386 |
|
|
2019
Q3 | $424K | Sell |
18,240
-300
| -2% | -$6.3K | 0.01% | 439 |
|
|
2019
Q2 | $348K | Buy |
18,540
+300
| +2% | +$5.69K | 0.01% | 480 |
|
|
2019
Q1 | $326K | Sell |
18,240
-3,580
| -16% | -$59.7K | 0.01% | 483 |
|
|
2018
Q4 | $297K | Buy |
21,820
+2,950
| +16% | +$42.3K | 0.01% | 482 |
|
|
2018
Q3 | $286K | Buy |
18,870
+1,700
| +10% | +$29K | 0.01% | 531 |
|
|
2018
Q2 | $296K | Buy |
17,170
+850
| +5% | +$16.4K | 0.01% | 522 |
|
|
2018
Q1 | $331K | Buy |
16,320
+1,670
| +11% | +$33.1K | 0.01% | 508 |
|
|
2017
Q4 | $269K | Sell |
14,650
-310
| -2% | -$6.09K | 0.01% | 540 |
|
|
2017
Q3 | $276K | Buy |
14,960
+240
| +2% | +$3.89K | 0.01% | 527 |
|
|
2017
Q2 | $208K | Buy |
+14,720
| New | +$216K | 0.01% | 578 |
|
|
2014
Q1 | – | Sell |
-64,000
| Closed | -$348K | – | 516 |
|
|
2013
Q4 | $348K | Hold |
64,000
| – | – | 0.01% | 365 |
|
|
2013
Q3 | $327K | Sell |
64,000
-2,600
| -4% | -$12.7K | 0.01% | 360 |
|
|
2013
Q2 | $295K | Buy |
+66,600
| New | +$301K | 0.01% | 393 |
|
Other funds holding LRCX
Johnson Investment Counsel's LRCX Position: Q2 2026 in Review
Johnson Investment Counsel increased its Lam Research (LRCX) stake by 2.9% in Q2 2026, buying an estimated $204K and bringing the position to 23,643 shares worth $10.2M. The position accounts for 0.07% of the portfolio, ranked #150.
Johnson Investment Counsel first reported a position in LRCX in Q2 2013 and has held it in 39 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Johnson Investment Counsel held 23,643 shares of Lam Research worth $10.2M as of Q2 2026.
- Johnson Investment Counsel bought 673 Lam Research shares in Q2 2026, an estimated $204K.
- Lam Research made up 0.07% of Johnson Investment Counsel's portfolio in Q2 2026, its #150 holding.
- Johnson Investment Counsel first reported a position in Lam Research in Q2 2013 and has held it in 39 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.