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Kuhn & Co Investment Counsel’s Lam Research LRCX Stock Holding History

Kuhn & Co Investment Counsel’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.26M Sell
14,448
-3,277
-18% -$995K 3.62% 4
2026
Q1 		$3.79M Sell
17,725
-1,466
-8% -$328K 2.44% 8
2025
Q4 		$3.29M Buy
19,191
+60
+0.3% +$9.33K 2.19% 10
2025
Q3 		$2.56M Sell
19,131
-60
-0.3% -$6.35K 2.03% 9
2025
Q2 		$1.87M Buy
19,191
+77
+0.4% +$6.11K 1.41% 17
2025
Q1 		$1.39M Sell
19,114
-1,726
-8% -$136K 1.17% 23
2024
Q4 		$1.51M Hold
20,840
– – 1.28% 19
2024
Q3 		$1.7M Hold
20,840
– – 1.45% 18
2024
Q2 		$2.22M Sell
20,840
-40
-0.2% -$3.84K 1.99% 11
2024
Q1 		$2.03M Hold
20,880
– – 1.91% 12
2023
Q4 		$1.64M Buy
+20,880
New +$1.42M 1.68% 15

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kuhn & Co Investment Counsel's LRCX Position: Q2 2026 in Review

Kuhn & Co Investment Counsel reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $995K and leaving 14,448 shares worth $6.26M. The position accounts for 3.62% of the portfolio, ranked #4.

Kuhn & Co Investment Counsel first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kuhn & Co Investment Counsel held 14,448 shares of Lam Research worth $6.26M as of Q2 2026.
  • Kuhn & Co Investment Counsel sold 3,277 Lam Research shares in Q2 2026, an estimated $995K.
  • Lam Research made up 3.62% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #4 holding.
  • Kuhn & Co Investment Counsel first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.