McLean Asset Management’s Lam Research LRCX Stock Holding History

McLean Asset Management’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	$1.55M	Sell	5,278 -57	-1%	-$17.3K	0.2%	45
2026 Q1	$1.14M	Buy	5,335 +236	+5%	+$52.8K	0.2%	51
2025 Q4	$1.06M	Buy	5,099 +65	+1%	+$10.1K	0.19%	51
2025 Q3	$751K	Buy	5,034 +42	+0.8%	+$4.45K	0.15%	74
2025 Q2	$493K	Buy	4,992 +82	+2%	+$6.5K	0.13%	82
2025 Q1	$296K	Sell	4,910 -212	-4%	-$16.7K	0.1%	109
2024 Q4	$370K	Sell	5,122 -43,078	-89%	-$3.27M	0.11%	95
2024 Q3	$393K	Buy	48,200 +43,340	+892%	+$3.77M	0.12%	88
2024 Q2	$548K	Buy	4,860 +70	+1%	+$6.71K	0.18%	70
2024 Q1	$466K	Buy	4,790 +10	+0.2%	+$880	0.16%	77
2023 Q4	$350K	Buy	4,780 +10	+0.2%	+$682	0.13%	85
2023 Q3	$303K	Sell	4,770 -10	-0.2%	-$657	0.12%	94
2023 Q2	$307K	Hold	4,780	–	–	0.12%	94
2023 Q1	$254K	Sell	4,780 -80	-2%	-$3.93K	0.1%	102
2022 Q4	$204K	Buy	+4,860	New	+$203K	0.07%	131
2022 Q2	–	Sell	-4,880	Closed	-$262K	–	137
2022 Q1	$262K	Buy	4,880 +100	+2%	+$5.82K	0.19%	95
2021 Q4	$328K	Hold	4,780	–	–	0.13%	84
2021 Q3	$263K	Buy	4,780 +70	+1%	+$4.26K	0.1%	104
2021 Q2	$277K	Buy	4,710 +80	+2%	+$5.05K	0.12%	83
2021 Q1	$299K	Buy	4,630 +100	+2%	+$5.45K	0.24%	68
2020 Q4	$214K	Buy	+4,530	New	+$191K	0.19%	86

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

McLean Asset Management's LRCX Position: Q2 2026 in Review

McLean Asset Management reduced its Lam Research (LRCX) stake by 1.1% in Q2 2026, selling an estimated $17.3K and leaving 5,278 shares worth $1.55M. The position accounts for 0.2% of the portfolio, ranked #45.

McLean Asset Management first reported a position in LRCX in Q4 2020 and has held it in 21 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

McLean Asset Management held 5,278 shares of Lam Research worth $1.55M as of Q2 2026.
McLean Asset Management sold 57 Lam Research shares in Q2 2026, an estimated $17.3K.
Lam Research made up 0.2% of McLean Asset Management's portfolio in Q2 2026, its #45 holding.
McLean Asset Management first reported a position in Lam Research in Q4 2020 and has held it in 21 quarters since.
3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.