Leavell Investment Management’s Lam Research LRCX Stock Holding History

Leavell Investment Management’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	$12.3M	Hold	28,449	–	–	0.45%	49
2026 Q1	$6.09M	Buy	28,449 +964	+4%	+$216K	0.25%	106
2025 Q4	$4.71M	Hold	27,485	–	–	0.2%	121
2025 Q3	$3.69M	Buy	27,485 +951	+4%	+$101K	0.16%	142
2025 Q2	$2.59M	Buy	26,534 +2,299	+9%	+$182K	0.12%	179
2025 Q1	$1.77M	Buy	24,235 +446	+2%	+$35.1K	0.09%	211
2024 Q4	$1.72M	Buy	23,789 +4,289	+22%	+$325K	0.08%	213
2024 Q3	$1.6M	Buy	19,500 +2,500	+15%	+$217K	0.08%	225
2024 Q2	$1.81M	Hold	17,000	–	–	0.1%	190
2024 Q1	$1.66M	Sell	17,000 -10	-0.1%	-$880	0.1%	198
2023 Q4	$1.34M	Hold	17,010	–	–	0.08%	215
2023 Q3	$1.07M	Sell	17,010 -2,990	-15%	-$196K	0.07%	236
2023 Q2	$1.29M	Hold	20,000	–	–	0.09%	212
2023 Q1	$1.06M	Hold	20,000	–	–	0.08%	233
2022 Q4	$844K	Sell	20,000 -350	-2%	-$14.6K	0.06%	256
2022 Q3	$748K	Hold	20,350	–	–	0.06%	264
2022 Q2	$870K	Hold	20,350	–	–	0.07%	242
2022 Q1	$1.1M	Hold	20,350	–	–	0.08%	225
2021 Q4	$1.47M	Buy	20,350 +1,350	+7%	+$84.6K	0.1%	188
2021 Q3	$1.08M	Sell	19,000 -9,750	-34%	-$593K	0.08%	212
2021 Q2	$1.72M	Hold	28,750	–	–	0.14%	152
2021 Q1	$1.72M	Sell	28,750 -14,250	-33%	-$776K	0.14%	152
2020 Q4	$2.04M	Hold	43,000	–	–	0.18%	131
2020 Q3	$1.43M	Sell	43,000 -1,000	-2%	-$34.5K	0.12%	155
2020 Q2	$1.43M	Hold	44,000	–	–	0.14%	143
2020 Q1	$1.06M	Hold	44,000	–	–	0.12%	154
2019 Q4	$1.29M	Sell	44,000 -6,250	-12%	-$166K	0.12%	159
2019 Q3	$1.17M	Sell	50,250 -8,250	-14%	-$173K	0.12%	165
2019 Q2	$1.1M	Sell	58,500 -16,500	-22%	-$313K	0.12%	175
2019 Q1	$1.35M	Sell	75,000 -12,500	-14%	-$209K	0.15%	147
2018 Q4	$1.19M	Sell	87,500 -28,500	-25%	-$408K	0.15%	151
2018 Q3	$1.76M	Buy	116,000 +5,300	+5%	+$90.5K	0.19%	129
2018 Q2	$1.91M	Buy	110,700 +12,000	+12%	+$231K	0.22%	121
2018 Q1	$2M	Buy	98,700 +5,200	+6%	+$103K	0.23%	120
2017 Q4	$1.72M	Buy	93,500 +3,500	+4%	+$68.8K	0.2%	130
2017 Q3	$1.67M	Hold	90,000	–	–	0.21%	132
2017 Q2	$1.27M	Hold	90,000	–	–	0.16%	146
2017 Q1	$1.16M	Buy	90,000 +5,000	+6%	+$58.8K	0.15%	147
2016 Q4	$899K	Hold	85,000	–	–	0.12%	164
2016 Q3	$805K	Hold	85,000	–	–	0.12%	177
2016 Q2	$715K	Hold	85,000	–	–	0.11%	187
2016 Q1	$702K	Hold	85,000	–	–	0.11%	190
2015 Q4	$675K	Hold	85,000	–	–	0.1%	186
2015 Q3	$555K	Hold	85,000	–	–	0.09%	205
2015 Q2	$691K	Hold	85,000	–	–	0.11%	196
2015 Q1	$597K	Hold	85,000	–	–	0.09%	214
2014 Q4	$674K	Buy	85,000 +25,000	+42%	+$194K	0.1%	200
2014 Q3	$448K	Hold	60,000	–	–	0.07%	245
2014 Q2	$405K	Hold	60,000	–	–	0.06%	258
2014 Q1	$330K	Hold	60,000	–	–	0.06%	286
2013 Q4	$327K	Hold	60,000	–	–	0.06%	290
2013 Q3	$307K	Hold	60,000	–	–	0.06%	293
2013 Q2	$266K	Buy	+60,000	New	+$271K	0.05%	309

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leavell Investment Management's LRCX Position: Q2 2026 in Review

Leavell Investment Management held its Lam Research (LRCX) position steady in Q2 2026 at 28,449 shares worth $12.3M. The position accounts for 0.45% of the portfolio, ranked #49.

Leavell Investment Management first reported a position in LRCX in Q2 2013 and has held it in 53 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Leavell Investment Management held 28,449 shares of Lam Research worth $12.3M as of Q2 2026.
Leavell Investment Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.45% of Leavell Investment Management's portfolio in Q2 2026, its #49 holding.
Leavell Investment Management first reported a position in Lam Research in Q2 2013 and has held it in 53 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.