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Linscomb Wealth’s Lam Research LRCX Stock Holding History

Linscomb Wealth’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Linscomb Wealth's LRCX Position: Q1 2026 in Review

Linscomb Wealth reduced its Lam Research (LRCX) stake by 28% in Q1 2026, selling an estimated $10M and leaving 112,828 shares worth $24.1M. The position accounts for 1.07% of the portfolio, ranked #15.

Linscomb Wealth first reported a position in LRCX in Q1 2019 and has held it in 29 quarters since. The position peaked at $27M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Linscomb Wealth held 112,828 shares of Lam Research worth $24.1M as of Q1 2026.
  • Linscomb Wealth sold 44,870 Lam Research shares in Q1 2026, an estimated $10M.
  • Lam Research made up 1.07% of Linscomb Wealth's portfolio in Q1 2026, its #15 holding.
  • Linscomb Wealth first reported a position in Lam Research in Q1 2019 and has held it in 29 quarters since.
  • Linscomb Wealth's Lam Research position peaked at $27M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.