Linscomb Wealth’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 | $42.9M | Sell |
99,082
-13,746
| -12% | -$4.17M | 1.86% | 9 |
|
|
2026
Q1 | $24.1M | Sell |
112,828
-44,870
| -28% | -$10M | 1.07% | 15 |
|
|
2025
Q4 | $27M | Sell |
157,698
-7,958
| -5% | -$1.24M | 1.13% | 15 |
|
|
2025
Q3 | $22.2M | Sell |
165,656
-1,427
| -0.9% | -$151K | 0.96% | 15 |
|
|
2025
Q2 | $16.3M | Sell |
167,083
-440
| -0.3% | -$34.9K | 0.75% | 18 |
|
|
2025
Q1 | $12.2M | Sell |
167,523
-3,340
| -2% | -$263K | 0.61% | 28 |
|
|
2024
Q4 | $12.3M | Buy |
170,863
+3,503
| +2% | +$266K | 0.61% | 27 |
|
|
2024
Q3 | $13.7M | Sell |
167,360
-3,840
| -2% | -$334K | 0.68% | 20 |
|
|
2024
Q2 | $18.2M | Sell |
171,200
-17,000
| -9% | -$1.63M | 0.94% | 15 |
|
|
2024
Q1 | $18.3M | Sell |
188,200
-8,720
| -4% | -$767K | 0.94% | 16 |
|
|
2023
Q4 | $15.4M | Sell |
196,920
-12,250
| -6% | -$835K | 0.85% | 15 |
|
|
2023
Q3 | $13.1M | Sell |
209,170
-14,090
| -6% | -$926K | 0.77% | 16 |
|
|
2023
Q2 | $14.4M | Sell |
223,260
-14,310
| -6% | -$807K | 0.77% | 15 |
|
|
2023
Q1 | $12.6M | Sell |
237,570
-2,490
| -1% | -$122K | 0.66% | 22 |
|
|
2022
Q4 | $10.1M | Buy |
240,060
+6,170
| +3% | +$258K | 0.51% | 47 |
|
|
2022
Q3 | $8.56M | Buy |
233,890
+17,470
| +8% | +$778K | 0.52% | 49 |
|
|
2022
Q2 | $9.22M | Buy |
216,420
+340
| +0.2% | +$16.2K | 0.53% | 46 |
|
|
2022
Q1 | $11.6M | Buy |
216,080
+1,660
| +0.8% | +$96.6K | 0.55% | 38 |
|
|
2021
Q4 | $15.4M | Sell |
214,420
-2,100
| -1% | -$132K | 0.74% | 19 |
|
|
2021
Q3 | $12.3M | Sell |
216,520
-16,700
| -7% | -$1.02M | 0.64% | 29 |
|
|
2021
Q2 | $15.2M | Sell |
233,220
-4,500
| -2% | -$284K | 0.78% | 16 |
|
|
2021
Q1 | $14.2M | Sell |
237,720
-1,740
| -0.7% | -$94.8K | 0.77% | 17 |
|
|
2020
Q4 | $11.3M | Sell |
239,460
-17,900
| -7% | -$753K | 0.68% | 25 |
|
|
2020
Q3 | $8.54M | Sell |
257,360
-670
| -0.3% | -$23.1K | 0.59% | 33 |
|
|
2020
Q2 | $8.35M | Buy |
258,030
+20,760
| +9% | +$566K | 0.61% | 29 |
|
|
2020
Q1 | $5.69M | Sell |
237,270
-900
| -0.4% | -$25.9K | 0.5% | 39 |
|
|
2019
Q4 | $6.96M | Sell |
238,170
-6,360
| -3% | -$169K | 0.45% | 33 |
|
|
2019
Q3 | $5.65M | Buy |
244,530
+10,260
| +4% | +$215K | 0.45% | 38 |
|
|
2019
Q2 | $4.4M | Buy |
234,270
+7,630
| +3% | +$145K | 0.36% | 52 |
|
|
2019
Q1 | $4.06M | Buy |
+226,640
| New | +$3.78M | 0.34% | 57 |
|
Other funds holding LRCX
Linscomb Wealth's LRCX Position: Q2 2026 in Review
Linscomb Wealth reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $4.17M and leaving 99,082 shares worth $42.9M. The position accounts for 1.86% of the portfolio, ranked #9.
Linscomb Wealth first reported a position in LRCX in Q1 2019 and has held it in 30 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Linscomb Wealth held 99,082 shares of Lam Research worth $42.9M as of Q2 2026.
- Linscomb Wealth sold 13,746 Lam Research shares in Q2 2026, an estimated $4.17M.
- Lam Research made up 1.86% of Linscomb Wealth's portfolio in Q2 2026, its #9 holding.
- Linscomb Wealth first reported a position in Lam Research in Q1 2019 and has held it in 30 quarters since.
- 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.