Ken Fisher’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 | $148M | Sell |
342,058
-17,553
| -5% | -$5.33M | 0.04% | 143 |
|
|
2026
Q1 | $76.8M | Buy |
359,611
+4,264
| +1% | +$953K | 0.03% | 186 |
|
|
2025
Q4 | $60.8M | Sell |
355,347
-37,445
| -10% | -$5.82M | 0.02% | 212 |
|
|
2025
Q3 | $52.6M | Sell |
392,792
-56,718
| -13% | -$6.01M | 0.02% | 227 |
|
|
2025
Q2 | $43.8M | Sell |
449,510
-469,613
| -51% | -$37.2M | 0.02% | 231 |
|
|
2025
Q1 | $66.8M | Sell |
919,123
-17,659,058
| -95% | -$1.39B | 0.03% | 187 |
|
|
2024
Q4 | $1.34B | Sell |
18,578,181
-136,549
| -0.7% | -$10.4M | 0.53% | 51 |
|
|
2024
Q3 | $1.53B | Buy |
18,714,730
+110,930
| +0.6% | +$9.64M | 0.63% | 47 |
|
|
2024
Q2 | $1.98B | Sell |
18,603,800
-54,610
| -0.3% | -$5.24M | 0.86% | 32 |
|
|
2024
Q1 | $1.81B | Sell |
18,658,410
-11,076,750
| -37% | -$974M | 0.85% | 35 |
|
|
2023
Q4 | $2.33B | Buy |
29,735,160
+867,210
| +3% | +$59.1M | 1.23% | 17 |
|
|
2023
Q3 | $1.81B | Buy |
28,867,950
+745,200
| +3% | +$49M | 1.03% | 18 |
|
|
2023
Q2 | $1.81B | Buy |
28,122,750
+1,115,530
| +4% | +$62.9M | 1% | 19 |
|
|
2023
Q1 | $1.43B | Buy |
27,007,220
+588,630
| +2% | +$28.9M | 0.87% | 22 |
|
|
2022
Q4 | $1.11B | Buy |
26,418,590
+3,731,060
| +16% | +$156M | 0.75% | 38 |
|
|
2022
Q3 | $830M | Buy |
22,687,530
+2,758,640
| +14% | +$123M | 0.62% | 45 |
|
|
2022
Q2 | $849M | Buy |
19,928,890
+903,670
| +5% | +$43M | 0.6% | 54 |
|
|
2022
Q1 | $1.02B | Buy |
19,025,220
+1,004,800
| +6% | +$58.5M | 0.6% | 48 |
|
|
2021
Q4 | $1.3B | Buy |
18,020,420
+577,390
| +3% | +$36.2M | 0.73% | 33 |
|
|
2021
Q3 | $993M | Buy |
17,443,030
+6,777,460
| +64% | +$412M | 0.62% | 47 |
|
|
2021
Q2 | $694M | Buy |
10,665,570
+529,620
| +5% | +$33.4M | 0.44% | 63 |
|
|
2021
Q1 | $603M | Buy |
10,135,950
+560,360
| +6% | +$30.5M | 0.43% | 66 |
|
|
2020
Q4 | $452M | Buy |
9,575,590
+676,870
| +8% | +$28.5M | 0.34% | 71 |
|
|
2020
Q3 | $295M | Buy |
8,898,720
+561,260
| +7% | +$19.3M | 0.26% | 81 |
|
|
2020
Q2 | $270M | Buy |
8,337,460
+2,916,250
| +54% | +$79.5M | 0.26% | 88 |
|
|
2020
Q1 | $130M | Buy |
5,421,210
+5,411,160
| +53,842% | +$156M | 0.16% | 105 |
|
|
2019
Q4 | $294K | Buy |
10,050
+630
| +7% | +$16.7K | ﹤0.01% | 725 |
|
|
2019
Q3 | $218K | Buy |
+9,420
| New | +$198K | ﹤0.01% | 775 |
|
|
2018
Q3 | – | Sell |
-14,240
| Closed | -$246K | – | 833 |
|
|
2018
Q2 | $246K | Buy |
+14,240
| New | +$274K | ﹤0.01% | 736 |
|
Other funds holding LRCX
Ken Fisher's LRCX Position: Q2 2026 in Review
Ken Fisher reduced its Lam Research (LRCX) stake by 4.9% in Q2 2026, selling an estimated $5.33M and leaving 342,058 shares worth $148M. The position accounts for 0.04% of the portfolio, ranked #143.
Ken Fisher first reported a position in LRCX in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.33B in Q4 2023. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Ken Fisher held 342,058 shares of Lam Research worth $148M as of Q2 2026.
- Ken Fisher sold 17,553 Lam Research shares in Q2 2026, an estimated $5.33M.
- Lam Research made up 0.04% of Ken Fisher's portfolio in Q2 2026, its #143 holding.
- Ken Fisher first reported a position in Lam Research in Q2 2018 and has held it in 29 quarters since.
- Ken Fisher's Lam Research position peaked at $2.33B in Q4 2023.
- 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.