Laffer Tengler Investments’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 | $37.6M | Sell |
86,857
-27,457
| -24% | -$8.33M | 4.82% | 1 |
|
|
2026
Q1 | $24.4M | Sell |
114,314
-6,019
| -5% | -$1.35M | 3.61% | 2 |
|
|
2025
Q4 | $20.6M | Buy |
120,333
+3,936
| +3% | +$612K | 3.13% | 5 |
|
|
2025
Q3 | $15.6M | Buy |
116,397
+18,092
| +18% | +$1.92M | 2.47% | 8 |
|
|
2025
Q2 | $9.57M | Sell |
98,305
-9,002
| -8% | -$714K | 1.71% | 17 |
|
|
2025
Q1 | $7.8M | Buy |
107,307
+1,074
| +1% | +$84.6K | 1.66% | 20 |
|
|
2024
Q4 | $7.67M | Buy |
106,233
+11,493
| +12% | +$872K | 1.51% | 22 |
|
|
2024
Q3 | $7.73M | Buy |
94,740
+1,630
| +2% | +$142K | 1.57% | 19 |
|
|
2024
Q2 | $9.91M | Buy |
93,110
+7,950
| +9% | +$762K | 2.14% | 8 |
|
|
2024
Q1 | $8.27M | Sell |
85,160
-19,650
| -19% | -$1.73M | 2.14% | 8 |
|
|
2023
Q4 | $8.21M | Buy |
104,810
+6,770
| +7% | +$461K | 2.18% | 5 |
|
|
2023
Q3 | $6.14M | Sell |
98,040
-14,820
| -13% | -$974K | 1.81% | 11 |
|
|
2023
Q2 | $7.26M | Sell |
112,860
-1,280
| -1% | -$72.1K | 1.92% | 3 |
|
|
2023
Q1 | $6.05M | Buy |
114,140
+6,050
| +6% | +$297K | 1.64% | 6 |
|
|
2022
Q4 | $4.54M | Buy |
108,090
+23,320
| +28% | +$975K | 1.31% | 16 |
|
|
2022
Q3 | $3.1M | Buy |
84,770
+5,640
| +7% | +$251K | 1.14% | 17 |
|
|
2022
Q2 | $3.37M | Buy |
79,130
+4,010
| +5% | +$191K | 1.18% | 12 |
|
|
2022
Q1 | $4.04M | Sell |
75,120
-250
| -0.3% | -$14.6K | 1.22% | 12 |
|
|
2021
Q4 | $5.42M | Buy |
75,370
+5,600
| +8% | +$351K | 1.57% | 6 |
|
|
2021
Q3 | $3.97M | Buy |
69,770
+10,810
| +18% | +$658K | 1.15% | 15 |
|
|
2021
Q2 | $3.84M | Buy |
58,960
+17,810
| +43% | +$1.12M | 1.44% | 9 |
|
|
2021
Q1 | $2.45M | Buy |
41,150
+2,520
| +7% | +$137K | 0.93% | 45 |
|
|
2020
Q4 | $1.87M | Buy |
38,630
+7,210
| +23% | +$303K | 0.79% | 54 |
|
|
2020
Q3 | $1.04M | Buy |
31,420
+19,450
| +162% | +$670K | 0.52% | 66 |
|
|
2020
Q2 | $387K | Buy |
+11,970
| New | +$326K | 0.22% | 93 |
|
|
2018
Q1 | – | Sell |
-158,400
| Closed | -$2.92M | – | 229 |
|
|
2017
Q4 | $2.92M | Hold |
158,400
| – | – | 0.73% | 30 |
|
|
2017
Q3 | $2.93M | Sell |
158,400
-11,550
| -7% | -$187K | 0.77% | 28 |
|
|
2017
Q2 | $2.4M | Hold |
169,950
| – | – | 0.61% | 46 |
|
|
2017
Q1 | $2.18M | Hold |
169,950
| – | – | 0.57% | 59 |
|
|
2016
Q4 | $1.8M | Buy |
+169,950
| New | +$1.73M | 0.48% | 91 |
|
Other funds holding LRCX
Laffer Tengler Investments's LRCX Position: Q2 2026 in Review
Laffer Tengler Investments reduced its Lam Research (LRCX) stake by 24% in Q2 2026, selling an estimated $8.33M and leaving 86,857 shares worth $37.6M. The position accounts for 4.82% of the portfolio, ranked #1.
Laffer Tengler Investments first reported a position in LRCX in Q4 2016 and has held it in 30 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Laffer Tengler Investments held 86,857 shares of Lam Research worth $37.6M as of Q2 2026.
- Laffer Tengler Investments sold 27,457 Lam Research shares in Q2 2026, an estimated $8.33M.
- Lam Research made up 4.82% of Laffer Tengler Investments's portfolio in Q2 2026, its #1 holding.
- Laffer Tengler Investments first reported a position in Lam Research in Q4 2016 and has held it in 30 quarters since.
- 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.