Marietta Investment Partners’s Lam Research LRCX Stock Holding History

Marietta Investment Partners’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	$7.96M	Buy	18,374 +400	+2%	+$121K	1.37%	22
2026 Q1	$3.84M	Buy	17,974 +1,182	+7%	+$264K	0.77%	40
2025 Q4	$2.87M	Buy	16,792 +413	+3%	+$64.2K	0.57%	49
2025 Q3	$2.19M	Buy	16,379 +5,129	+46%	+$543K	0.42%	61
2025 Q2	$1.1M	Hold	11,250	–	–	0.24%	83
2025 Q1	$818K	Sell	11,250 -1,180	-9%	-$92.9K	0.2%	92
2024 Q4	$898K	Sell	12,430 -650	-5%	-$49.3K	0.2%	86
2024 Q3	$1.07M	Sell	13,080 -300	-2%	-$26.1K	0.23%	82
2024 Q2	$1.42M	Sell	13,380 -1,650	-11%	-$158K	0.31%	67
2024 Q1	$1.46M	Sell	15,030 -600	-4%	-$52.8K	0.32%	67
2023 Q4	$1.22M	Sell	15,630 -300	-2%	-$20.4K	0.3%	69
2023 Q3	$998K	Buy	15,930 +100	+0.6%	+$6.57K	0.28%	76
2023 Q2	$1.02M	Sell	15,830 -1,500	-9%	-$84.5K	0.26%	77
2023 Q1	$919K	Sell	17,330 -200	-1%	-$9.81K	0.26%	74
2022 Q4	$737K	Hold	17,530	–	–	0.21%	92
2022 Q3	$735K	Sell	17,530 -10,550	-38%	-$470K	0.22%	91
2022 Q2	$1.2M	Sell	28,080 -3,850	-12%	-$183K	0.36%	61
2022 Q1	$1.72M	Buy	31,930 +1,900	+6%	+$111K	0.39%	58
2021 Q4	$2.16M	Buy	30,030 +200	+0.7%	+$12.5K	0.46%	56
2021 Q3	$1.7M	Sell	29,830 -80	-0.3%	-$4.87K	0.39%	61
2021 Q2	$1.95M	Sell	29,910 -960	-3%	-$60.6K	0.44%	56
2021 Q1	$1.84M	Sell	30,870 -5,070	-14%	-$276K	0.45%	55
2020 Q4	$1.7M	Buy	35,940 +9,050	+34%	+$381K	0.43%	55
2020 Q3	$892K	Buy	26,890 +350	+1%	+$12.1K	0.27%	71
2020 Q2	$858K	Sell	26,540 -500	-2%	-$13.6K	0.29%	63
2020 Q1	$649K	Buy	27,040 +800	+3%	+$23K	0.28%	70
2019 Q4	$767K	Sell	26,240 -8,100	-24%	-$215K	0.25%	76
2019 Q3	$794K	Sell	34,340 -2,000	-6%	-$42K	0.27%	71
2019 Q2	$683K	Sell	36,340 -15,530	-30%	-$295K	0.22%	81
2019 Q1	$929K	Sell	51,870 -37,880	-42%	-$632K	0.29%	75
2018 Q4	$1.22M	Sell	89,750 -283,320	-76%	-$4.06M	0.47%	58
2018 Q3	$5.66M	Sell	373,070 -208,700	-36%	-$3.56M	1.68%	23
2018 Q2	$10.1M	Sell	581,770 -24,020	-4%	-$463K	3.12%	5
2018 Q1	$12.3M	Buy	605,790 +6,100	+1%	+$121K	3.69%	3
2017 Q4	$11M	Sell	599,690 -25,390	-4%	-$499K	3.14%	4
2017 Q3	$11.6M	Sell	625,080 -7,300	-1%	-$118K	3.47%	4
2017 Q2	$8.94M	Buy	632,380 +86,190	+16%	+$1.26M	2.87%	6
2017 Q1	$7.01M	Buy	546,190 +430,180	+371%	+$5.06M	2.33%	10
2016 Q4	$1.23M	Buy	116,010 +39,400	+51%	+$400K	0.43%	58
2016 Q3	$726K	Buy	76,610 +46,080	+151%	+$419K	0.24%	80
2016 Q2	$257K	Hold	30,530	–	–	0.09%	128
2016 Q1	$252K	Buy	+30,530	New	+$222K	0.1%	114

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marietta Investment Partners's LRCX Position: Q2 2026 in Review

Marietta Investment Partners increased its Lam Research (LRCX) stake by 2.2% in Q2 2026, buying an estimated $121K and bringing the position to 18,374 shares worth $7.96M. The position accounts for 1.37% of the portfolio, ranked #22.

Marietta Investment Partners first reported a position in LRCX in Q1 2016 and has held it in 42 quarters since. The position peaked at $12.3M in Q1 2018. 2,803 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Marietta Investment Partners held 18,374 shares of Lam Research worth $7.96M as of Q2 2026.
Marietta Investment Partners bought 400 Lam Research shares in Q2 2026, an estimated $121K.
Lam Research made up 1.37% of Marietta Investment Partners's portfolio in Q2 2026, its #22 holding.
Marietta Investment Partners first reported a position in Lam Research in Q1 2016 and has held it in 42 quarters since.
Marietta Investment Partners's Lam Research position peaked at $12.3M in Q1 2018.
2,803 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.