Marble Harbor Investment Counsel’s Lam Research LRCX Stock Holding History

Marble Harbor Investment Counsel’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	$8.63M	Sell	19,925 -1,775	-8%	-$539K	0.88%	37
2026 Q1	$4.64M	Sell	21,700 -1,400	-6%	-$313K	0.5%	50
2025 Q4	$3.95M	Sell	23,100 -550	-2%	-$85.5K	0.42%	53
2025 Q3	$3.17M	Buy	23,650 +250	+1%	+$26.5K	0.33%	56
2025 Q2	$2.28M	Hold	23,400	–	–	0.25%	64
2025 Q1	$1.7M	Sell	23,400 -600	-3%	-$47.3K	0.19%	70
2024 Q4	$1.73M	Buy	+24,000	New	+$1.82M	0.19%	68
2024 Q3	–	Sell	-25,000	Closed	-$2.66M	–	211
2024 Q2	$2.66M	Sell	25,000 -2,500	-9%	-$240K	0.31%	59
2024 Q1	$2.67M	Hold	27,500	–	–	0.31%	62
2023 Q4	$2.15M	Hold	27,500	–	–	0.27%	65
2023 Q3	$1.72M	Hold	27,500	–	–	0.23%	67
2023 Q2	$1.77M	Hold	27,500	–	–	0.22%	67
2023 Q1	$1.46M	Hold	27,500	–	–	0.19%	74
2022 Q4	$1.16M	Hold	27,500	–	–	0.16%	83
2022 Q3	$1.01M	Hold	27,500	–	–	0.15%	84
2022 Q2	$1.17M	Hold	27,500	–	–	0.18%	81
2022 Q1	$1.48M	Sell	27,500 -1,500	-5%	-$87.3K	0.18%	74
2021 Q4	$2.09M	Sell	29,000 -500	-2%	-$31.3K	0.24%	64
2021 Q3	$1.68M	Hold	29,500	–	–	0.23%	69
2021 Q2	$1.92M	Hold	29,500	–	–	0.25%	65
2021 Q1	$1.76M	Sell	29,500 -500	-2%	-$27.2K	0.24%	67
2020 Q4	$1.42M	Hold	30,000	–	–	0.21%	69
2020 Q3	$995K	Sell	30,000 -3,500	-10%	-$121K	0.16%	80
2020 Q2	$1.08M	Hold	33,500	–	–	0.19%	75
2020 Q1	$804K	Sell	33,500 -500	-1%	-$14.4K	0.16%	80
2019 Q4	$994K	Sell	34,000 -1,000	-3%	-$26.6K	0.16%	81
2019 Q3	$809K	Sell	35,000 -3,000	-8%	-$63K	0.14%	86
2019 Q2	$714K	Hold	38,000	–	–	0.12%	92
2019 Q1	$680K	Sell	38,000 -4,000	-10%	-$66.7K	0.12%	94
2018 Q4	$572K	Hold	42,000	–	–	0.11%	97
2018 Q3	$637K	Hold	42,000	–	–	0.11%	96
2018 Q2	$726K	Sell	42,000 -3,000	-7%	-$57.8K	0.14%	91
2018 Q1	$914K	Sell	45,000 -5,000	-10%	-$99K	0.18%	80
2017 Q4	$920K	Hold	50,000	–	–	0.18%	82
2017 Q3	$925K	Hold	50,000	–	–	0.19%	80
2017 Q2	$707K	Hold	50,000	–	–	0.15%	87
2017 Q1	$642K	Hold	50,000	–	–	0.14%	92
2016 Q4	$529K	Hold	50,000	–	–	0.12%	96
2016 Q3	$474K	Hold	50,000	–	–	0.11%	98
2016 Q2	$420K	Hold	50,000	–	–	0.1%	100
2016 Q1	$413K	Hold	50,000	–	–	0.1%	103
2015 Q4	$397K	Hold	50,000	–	–	0.11%	91
2015 Q3	$327K	Hold	50,000	–	–	0.09%	104
2015 Q2	$407K	Sell	50,000 -4,000	-7%	-$31.4K	0.1%	96
2015 Q1	$379K	Hold	54,000	–	–	0.09%	102
2014 Q4	$428K	Sell	54,000 -7,500	-12%	-$58.1K	0.1%	108
2014 Q3	$459K	Hold	61,500	–	–	0.11%	102
2014 Q2	$416K	Hold	61,500	–	–	0.1%	106
2014 Q1	$338K	Hold	61,500	–	–	0.09%	115
2013 Q4	$335K	Hold	61,500	–	–	0.09%	112
2013 Q3	$315K	Sell	61,500 -15,000	-20%	-$73.3K	0.09%	104
2013 Q2	$339K	Buy	+76,500	New	+$346K	0.1%	100

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

Marble Harbor Investment Counsel's LRCX Position: Q2 2026 in Review

Marble Harbor Investment Counsel reduced its Lam Research (LRCX) stake by 8.2% in Q2 2026, selling an estimated $539K and leaving 19,925 shares worth $8.63M. The position accounts for 0.88% of the portfolio, ranked #37.

Marble Harbor Investment Counsel first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Marble Harbor Investment Counsel held 19,925 shares of Lam Research worth $8.63M as of Q2 2026.
Marble Harbor Investment Counsel sold 1,775 Lam Research shares in Q2 2026, an estimated $539K.
Lam Research made up 0.88% of Marble Harbor Investment Counsel's portfolio in Q2 2026, its #37 holding.
Marble Harbor Investment Counsel first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.