Kovitz Investment Group 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 | $58.1M | Sell |
134,134
-76,015
| -36% | -$23.1M | 1.29% | 15 |
|
|
2026
Q1 | $44.9M | Sell |
210,149
-69,757
| -25% | -$15.6M | 1.04% | 16 |
|
|
2025
Q4 | $47.9M | Sell |
279,906
-2,097,884
| -88% | -$326M | 1.06% | 15 |
|
|
2025
Q3 | $318M | Sell |
2,377,790
-54,714
| -2% | -$5.79M | 1.24% | 13 |
|
|
2025
Q2 | $237M | Buy |
2,432,504
+54,281
| +2% | +$4.31M | 1.01% | 20 |
|
|
2025
Q1 | $173M | Buy |
2,378,223
+2,180,148
| +1,101% | +$172M | 0.87% | 27 |
|
|
2024
Q4 | $14.3M | Sell |
198,075
-104,695
| -35% | -$7.94M | 0.07% | 211 |
|
|
2024
Q3 | $23M | Sell |
302,770
-5,580
| -2% | -$485K | 0.16% | 117 |
|
|
2024
Q2 | $32.8M | Buy |
308,350
+195,520
| +173% | +$18.8M | 0.28% | 64 |
|
|
2024
Q1 | $11M | Sell |
112,830
-23,540
| -17% | -$2.07M | 0.14% | 103 |
|
|
2023
Q4 | $10.7M | Sell |
136,370
-5,690
| -4% | -$388K | 0.18% | 60 |
|
|
2023
Q3 | $8.9M | Sell |
142,060
-3,470
| -2% | -$228K | 0.16% | 76 |
|
|
2023
Q2 | $9.36M | Sell |
145,530
-5,050
| -3% | -$285K | 0.14% | 74 |
|
|
2023
Q1 | $7.98M | Buy |
150,580
+2,650
| +2% | +$130K | 0.14% | 95 |
|
|
2022
Q4 | $6.22M | Sell |
147,930
-520
| -0.4% | -$21.8K | 0.12% | 121 |
|
|
2022
Q3 | $5.43M | Sell |
148,450
-1,040
| -0.7% | -$46.3K | 0.13% | 127 |
|
|
2022
Q2 | $6.37M | Sell |
149,490
-1,240
| -0.8% | -$59K | 0.14% | 111 |
|
|
2022
Q1 | $8.1M | Buy |
150,730
+7,230
| +5% | +$421K | 0.15% | 96 |
|
|
2021
Q4 | $6.78M | Sell |
143,500
-5,310
| -4% | -$333K | 0.16% | 95 |
|
|
2021
Q3 | $8.47M | Buy |
148,810
+2,330
| +2% | +$142K | 0.17% | 88 |
|
|
2021
Q2 | $9.53M | Sell |
146,480
-850
| -0.6% | -$53.7K | 0.19% | 83 |
|
|
2021
Q1 | $8.77M | Buy |
147,330
+3,830
| +3% | +$209K | 0.2% | 80 |
|
|
2020
Q4 | $6.78M | Sell |
143,500
-46,970
| -25% | -$1.98M | 0.17% | 93 |
|
|
2020
Q3 | $6.32M | Sell |
190,470
-2,440
| -1% | -$84.1K | 0.18% | 90 |
|
|
2020
Q2 | $6.24M | Sell |
192,910
-6,110
| -3% | -$167K | 0.19% | 88 |
|
|
2020
Q1 | $4.78M | Sell |
199,020
-104,680
| -34% | -$3.01M | 0.17% | 94 |
|
|
2019
Q4 | $8.88M | Sell |
303,700
-4,600
| -1% | -$122K | 0.26% | 67 |
|
|
2019
Q3 | $7.13M | Sell |
308,300
-2,280
| -0.7% | -$47.9K | 0.23% | 78 |
|
|
2019
Q2 | $5.83M | Sell |
310,580
-7,780
| -2% | -$148K | 0.18% | 85 |
|
|
2019
Q1 | $5.7M | Buy |
318,360
+21,170
| +7% | +$353K | 0.18% | 86 |
|
|
2018
Q4 | $4.05M | Buy |
+297,190
| New | +$4.26M | 0.16% | 99 |
|
Other funds holding LRCX
Kovitz Investment Group Partners's LRCX Position: Q2 2026 in Review
Kovitz Investment Group Partners reduced its Lam Research (LRCX) stake by 36% in Q2 2026, selling an estimated $23.1M and leaving 134,134 shares worth $58.1M. The position accounts for 1.29% of the portfolio, ranked #15.
Kovitz Investment Group Partners first reported a position in LRCX in Q4 2018 and has held it in 31 quarters since. The position peaked at $318M in Q3 2025. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Kovitz Investment Group Partners held 134,134 shares of Lam Research worth $58.1M as of Q2 2026.
- Kovitz Investment Group Partners sold 76,015 Lam Research shares in Q2 2026, an estimated $23.1M.
- Lam Research made up 1.29% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #15 holding.
- Kovitz Investment Group Partners first reported a position in Lam Research in Q4 2018 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Lam Research position peaked at $318M in Q3 2025.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.