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Mathes Company’s Lam Research LRCX Stock Holding History

Mathes Company’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 		$654K Buy
1,510
+170
+13% +$51.6K 0.2% 70
2026
Q1 		$286K Hold
1,340
– – 0.1% 104
2025
Q4 		$229K Buy
+1,340
New +$208K 0.08% 117
2022
Q3 		– Sell
-63,290
Closed -$2.7M – 128
2022
Q2 		$2.7M Sell
63,290
-350
-0.5% -$16.7K 1.31% 28
2022
Q1 		$3.42M Sell
63,640
-3,900
-6% -$227K 1.33% 28
2021
Q4 		$4.86M Sell
67,540
-3,400
-5% -$213K 1.66% 13
2021
Q3 		$4.04M Sell
70,940
-2,200
-3% -$134K 1.5% 20
2021
Q2 		$4.76M Sell
73,140
-240
-0.3% -$15.2K 1.71% 14
2021
Q1 		$4.37M Sell
73,380
-16,030
-18% -$873K 1.69% 17
2020
Q4 		$4.22M Buy
89,410
+540
+0.6% +$22.7K 1.71% 15
2020
Q3 		$2.95M Sell
88,870
-13,690
-13% -$472K 1.37% 28
2020
Q2 		$3.32M Sell
102,560
-2,050
-2% -$55.9K 1.65% 21
2020
Q1 		$2.51M Sell
104,610
-5,300
-5% -$153K 1.67% 22
2019
Q4 		$3.21M Buy
+109,910
New +$2.92M 1.5% 25
2018
Q3 		– Sell
-153,640
Closed -$2.66M – 134
2018
Q2 		$2.66M Sell
153,640
-19,250
-11% -$371K 1.27% 29
2018
Q1 		$3.51M Sell
172,890
-39,780
-19% -$788K 1.64% 21
2017
Q4 		$3.92M Sell
212,670
-95,380
-31% -$1.87M 1.79% 19
2017
Q3 		$5.7M Sell
308,050
-5,750
-2% -$93.3K 2.68% 6
2017
Q2 		$4.44M Buy
313,800
+2,750
+0.9% +$40.3K 2.12% 12
2017
Q1 		$3.99M Sell
311,050
-3,000
-1% -$35.3K 2.12% 13
2016
Q4 		$3.32M Sell
314,050
-2,000
-0.6% -$20.3K 1.83% 15
2016
Q3 		$2.99M Buy
316,050
+64,000
+25% +$582K 1.7% 18
2016
Q2 		$2.12M Buy
252,050
+1,250
+0.5% +$10K 1.24% 27
2016
Q1 		$2.07M Sell
250,800
-1,000
-0.4% -$7.27K 1.24% 28
2015
Q4 		$2M Buy
+251,800
New +$1.89M 1.14% 33

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mathes Company's LRCX Position: Q2 2026 in Review

Mathes Company increased its Lam Research (LRCX) stake by 13% in Q2 2026, buying an estimated $51.6K and bringing the position to 1,510 shares worth $654K. The position accounts for 0.2% of the portfolio, ranked #70.

Mathes Company first reported a position in LRCX in Q4 2015 and has held it in 25 quarters since. The position peaked at $5.7M in Q3 2017. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mathes Company held 1,510 shares of Lam Research worth $654K as of Q2 2026.
  • Mathes Company bought 170 Lam Research shares in Q2 2026, an estimated $51.6K.
  • Lam Research made up 0.2% of Mathes Company's portfolio in Q2 2026, its #70 holding.
  • Mathes Company first reported a position in Lam Research in Q4 2015 and has held it in 25 quarters since.
  • Mathes Company's Lam Research position peaked at $5.7M in Q3 2017.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mathes Company's 13F filing for Q2 2026, filed 11 Aug 2026.