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McDaniel Terry & Co’s Lam Research LRCX Stock Holding History

McDaniel Terry & Co’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 		$5.85M Hold
13,500
– – 0.46% 33
2026
Q1 		$2.88M Hold
13,500
– – 0.25% 34
2025
Q4 		$2.31M Hold
13,500
– – 0.2% 38
2025
Q3 		$1.81M Hold
13,500
– – 0.15% 43
2025
Q2 		$1.31M Sell
13,500
-690
-5% -$54.7K 0.11% 51
2025
Q1 		$1.03M Hold
14,190
– – 0.09% 51
2024
Q4 		$1.02M Sell
14,190
-50
-0.4% -$3.79K 0.08% 51
2024
Q3 		$1.16M Sell
14,240
-1,950
-12% -$170K 0.1% 48
2024
Q2 		$1.72M Sell
16,190
-230
-1% -$22.1K 0.15% 44
2024
Q1 		$1.59M Sell
16,420
-630
-4% -$55.4K 0.14% 47
2023
Q4 		$1.33M Hold
17,050
– – 0.13% 47
2023
Q3 		$1.07M Hold
17,050
– – 0.11% 50
2023
Q2 		$1.1M Hold
17,050
– – 0.11% 48
2023
Q1 		$904K Sell
17,050
-60
-0.4% -$2.94K 0.1% 46
2022
Q4 		$719K Sell
17,110
-2,080
-11% -$87K 0.08% 47
2022
Q3 		$702K Hold
19,190
– – 0.09% 47
2022
Q2 		$818K Buy
19,190
+110
+0.6% +$5.24K 0.1% 45
2022
Q1 		$1.03M Sell
19,080
-3,190
-14% -$186K 0.11% 43
2021
Q4 		$1.6M Buy
22,270
+2,420
+12% +$152K 0.16% 41
2021
Q3 		$1.13M Sell
19,850
-230
-1% -$14K 0.13% 38
2021
Q2 		$1.31M Sell
20,080
-240
-1% -$15.2K 0.15% 39
2021
Q1 		$1.21M Sell
20,320
-70
-0.3% -$3.81K 0.15% 39
2020
Q4 		$963K Buy
20,390
+890
+5% +$37.4K 0.12% 39
2020
Q3 		$647K Buy
19,500
+20
+0.1% +$689 0.09% 45
2020
Q2 		$630K Buy
19,480
+2,370
+14% +$64.6K 0.1% 46
2020
Q1 		$411K Buy
17,110
+2,520
+17% +$72.6K 0.08% 45
2019
Q4 		$427K Hold
14,590
– – 0.06% 53
2019
Q3 		$337K Buy
14,590
+1,090
+8% +$22.9K 0.05% 60
2019
Q2 		$254K Buy
+13,500
New +$256K 0.04% 55

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

McDaniel Terry & Co's LRCX Position: Q2 2026 in Review

McDaniel Terry & Co held its Lam Research (LRCX) position steady in Q2 2026 at 13,500 shares worth $5.85M. The position accounts for 0.46% of the portfolio, ranked #33.

McDaniel Terry & Co first reported a position in LRCX in Q2 2019 and has held it in 29 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • McDaniel Terry & Co held 13,500 shares of Lam Research worth $5.85M as of Q2 2026.
  • McDaniel Terry & Co left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.46% of McDaniel Terry & Co's portfolio in Q2 2026, its #33 holding.
  • McDaniel Terry & Co first reported a position in Lam Research in Q2 2019 and has held it in 29 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.