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Montag & Associates’s Lam Research LRCX Stock Holding History

Montag & Associates’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 		$12.2M Sell
28,111
-2,291
-8% -$695K 0.51% 50
2026
Q1 		$6.5M Buy
30,402
+1,224
+4% +$274K 0.3% 73
2025
Q4 		$5M Sell
29,178
-22,466
-44% -$3.49M 0.23% 91
2025
Q3 		$6.93M Buy
51,644
+843
+2% +$89.3K 0.32% 73
2025
Q2 		$4.96M Buy
50,801
+9,968
+24% +$791K 0.24% 95
2025
Q1 		$2.98M Buy
40,833
+23,035
+129% +$1.81M 0.15% 137
2024
Q4 		$1.29M Buy
17,798
+288
+2% +$21.8K 0.06% 220
2024
Q3 		$1.43M Buy
17,510
+1,380
+9% +$120K 0.07% 209
2024
Q2 		$1.72M Hold
16,130
– – 0.09% 181
2024
Q1 		$1.57M Buy
16,130
+1,670
+12% +$147K 0.08% 202
2023
Q4 		$1.14M Buy
14,460
+810
+6% +$55.2K 0.06% 211
2023
Q3 		$858K Hold
13,650
– – 0.05% 234
2023
Q2 		$880K Sell
13,650
-20
-0.1% -$1.13K 0.05% 226
2023
Q1 		$727K Hold
13,670
– – 0.05% 247
2022
Q4 		$577K Sell
13,670
-35,210
-72% -$1.47M 0.04% 247
2022
Q3 		$1.8M Sell
48,880
-17,680
-27% -$787K 0.12% 147
2022
Q2 		$2.85M Buy
66,560
+5,910
+10% +$281K 0.18% 122
2022
Q1 		$3.26M Sell
60,650
-2,200
-4% -$128K 0.17% 137
2021
Q4 		$4.52M Buy
62,850
+22,970
+58% +$1.44M 0.22% 113
2021
Q3 		$2.27M Buy
39,880
+5,800
+17% +$353K 0.12% 157
2021
Q2 		$2.22M Buy
34,080
+2,790
+9% +$176K 0.12% 160
2021
Q1 		$1.86M Buy
+31,290
New +$1.7M 0.1% 169
2017
Q1 		– Sell
-22,350
Closed -$236K – 242
2016
Q4 		$236K Sell
22,350
-13,500
-38% -$137K 0.03% 223
2016
Q3 		$340K Sell
35,850
-306,490
-90% -$2.79M 0.04% 204
2016
Q2 		$2.88M Sell
342,340
-28,160
-8% -$226K 0.38% 83
2016
Q1 		$3.06M Buy
+370,500
New +$2.69M 0.43% 75

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

Montag & Associates's LRCX Position: Q2 2026 in Review

Montag & Associates reduced its Lam Research (LRCX) stake by 7.5% in Q2 2026, selling an estimated $695K and leaving 28,111 shares worth $12.2M. The position accounts for 0.51% of the portfolio, ranked #50.

Montag & Associates first reported a position in LRCX in Q1 2016 and has held it in 26 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Montag & Associates held 28,111 shares of Lam Research worth $12.2M as of Q2 2026.
  • Montag & Associates sold 2,291 Lam Research shares in Q2 2026, an estimated $695K.
  • Lam Research made up 0.51% of Montag & Associates's portfolio in Q2 2026, its #50 holding.
  • Montag & Associates first reported a position in Lam Research in Q1 2016 and has held it in 26 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.