L & S Advisors’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
Q1 | $7.65M | Sell |
35,789
-19,477
| -35% | -$4.35M | 0.96% | 35 |
|
|
2025
Q4 | $9.46M | Buy |
+55,266
| New | +$8.6M | 0.87% | 23 |
|
|
2025
Q2 | – | Sell |
-31,704
| Closed | -$2.3M | – | 357 |
|
|
2025
Q1 | $2.3M | Buy |
31,704
+1,271
| +4% | +$100K | 0.28% | 98 |
|
|
2024
Q4 | $2.2M | Sell |
30,433
-72,207
| -70% | -$5.48M | 0.24% | 109 |
|
|
2024
Q3 | $8.38M | Sell |
102,640
-7,320
| -7% | -$636K | 0.88% | 34 |
|
|
2024
Q2 | $11.7M | Buy |
109,960
+14,110
| +15% | +$1.35M | 1.33% | 16 |
|
|
2024
Q1 | $9.31M | Buy |
95,850
+29,450
| +44% | +$2.59M | 1.05% | 20 |
|
|
2023
Q4 | $5.2M | Buy |
+66,400
| New | +$4.53M | 0.63% | 58 |
|
|
2023
Q2 | – | Sell |
-93,940
| Closed | -$4.98M | – | 333 |
|
|
2023
Q1 | $4.98M | Buy |
93,940
+56,720
| +152% | +$2.78M | 0.7% | 45 |
|
|
2022
Q4 | $1.56M | Sell |
37,220
-12,410
| -25% | -$519K | 0.29% | 96 |
|
|
2022
Q3 | $1.82M | Sell |
49,630
-3,290
| -6% | -$146K | 0.32% | 79 |
|
|
2022
Q2 | $2.25M | Sell |
52,920
-129,510
| -71% | -$6.17M | 0.38% | 60 |
|
|
2022
Q1 | $9.81M | Buy |
182,430
+43,070
| +31% | +$2.51M | 1.16% | 17 |
|
|
2021
Q4 | $10M | Buy |
139,360
+22,020
| +19% | +$1.38M | 1.08% | 22 |
|
|
2021
Q3 | $6.68M | Sell |
117,340
-20,230
| -15% | -$1.23M | 0.72% | 35 |
|
|
2021
Q2 | $8.95M | Buy |
137,570
+28,410
| +26% | +$1.79M | 0.96% | 18 |
|
|
2021
Q1 | $6.5M | Sell |
109,160
-46,560
| -30% | -$2.54M | 0.74% | 33 |
|
|
2020
Q4 | $7.35M | Buy |
155,720
+101,320
| +186% | +$4.26M | 0.85% | 18 |
|
|
2020
Q3 | $1.8M | Sell |
54,400
-166,290
| -75% | -$5.73M | 0.25% | 127 |
|
|
2020
Q2 | $7.14M | Buy |
220,690
+150,030
| +212% | +$4.09M | 1.06% | 17 |
|
|
2020
Q1 | $1.7M | Sell |
70,660
-202,270
| -74% | -$5.82M | 0.32% | 74 |
|
|
2019
Q4 | $7.98M | Sell |
272,930
-71,690
| -21% | -$1.9M | 1.02% | 25 |
|
|
2019
Q3 | $7.96M | Buy |
344,620
+117,560
| +52% | +$2.47M | 1.11% | 15 |
|
|
2019
Q2 | $4.26M | Sell |
227,060
-92,690
| -29% | -$1.76M | 0.56% | 45 |
|
|
2019
Q1 | $5.72M | Buy |
319,750
+246,940
| +339% | +$4.12M | 0.77% | 37 |
|
|
2018
Q4 | $991K | Sell |
72,810
-57,930
| -44% | -$830K | 0.19% | 110 |
|
|
2018
Q3 | $1.98M | Sell |
130,740
-12,930
| -9% | -$221K | 0.26% | 91 |
|
|
2018
Q2 | $2.48M | Sell |
143,670
-63,800
| -31% | -$1.23M | 0.42% | 68 |
|
|
2018
Q1 | $4.21M | Sell |
207,470
-123,880
| -37% | -$2.45M | 0.8% | 36 |
|
|
2017
Q4 | $6.1M | Buy |
331,350
+229,150
| +224% | +$4.5M | 0.93% | 38 |
|
|
2017
Q3 | $1.89M | Sell |
102,200
-288,000
| -74% | -$4.67M | 0.32% | 83 |
|
|
2017
Q2 | $5.52M | Buy |
390,200
+151,950
| +64% | +$2.23M | 0.97% | 34 |
|
|
2017
Q1 | $3.06M | Sell |
238,250
-443,790
| -65% | -$5.22M | 0.58% | 54 |
|
|
2016
Q4 | $7.21M | Sell |
682,040
-45,710
| -6% | -$464K | 1.64% | 11 |
|
|
2016
Q3 | $6.89M | Buy |
727,750
+268,550
| +58% | +$2.44M | 1.91% | 16 |
|
|
2016
Q2 | $3.86M | Sell |
459,200
-489,590
| -52% | -$3.93M | 0.88% | 32 |
|
|
2016
Q1 | $7.84M | Buy |
948,790
+508,390
| +115% | +$3.7M | 1.94% | 12 |
|
|
2015
Q4 | $3.5M | Buy |
+440,400
| New | +$3.31M | 0.88% | 48 |
|
|
2015
Q1 | – | Sell |
-509,110
| Closed | -$4.04M | – | 101 |
|
|
2014
Q4 | $4.04M | Buy |
+509,110
| New | +$3.95M | 1.26% | 39 |
|
Other funds holding LRCX
VCM
VPM
L & S Advisors's LRCX Position: Q1 2026 in Review
L & S Advisors reduced its Lam Research (LRCX) stake by 35% in Q1 2026, selling an estimated $4.35M and leaving 35,789 shares worth $7.65M. The position accounts for 0.96% of the portfolio, ranked #35.
L & S Advisors first reported a position in LRCX in Q4 2014 and has held it in 39 quarters since. The position peaked at $11.7M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- L & S Advisors held 35,789 shares of Lam Research worth $7.65M as of Q1 2026.
- L & S Advisors sold 19,477 Lam Research shares in Q1 2026, an estimated $4.35M.
- Lam Research made up 0.96% of L & S Advisors's portfolio in Q1 2026, its #35 holding.
- L & S Advisors first reported a position in Lam Research in Q4 2014 and has held it in 39 quarters since.
- L & S Advisors's Lam Research position peaked at $11.7M in Q2 2024.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.