Morse Asset Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.79M | Buy |
22,591
+581
| +3% | +$176K | 1.62% | 16 |
|
|
2026
Q1 | $4.7M | Buy |
22,010
+880
| +4% | +$197K | 0.98% | 31 |
|
|
2025
Q4 | $3.62M | Buy |
21,130
+710
| +3% | +$110K | 0.72% | 41 |
|
|
2025
Q3 | $2.73M | Sell |
20,420
-3,450
| -14% | -$365K | 0.55% | 52 |
|
|
2025
Q2 | $2.32M | Buy |
23,870
+300
| +1% | +$23.8K | 0.51% | 54 |
|
|
2025
Q1 | $1.71M | Buy |
23,570
+2,300
| +11% | +$181K | 0.43% | 57 |
|
|
2024
Q4 | $1.54M | Sell |
21,270
-1,550
| -7% | -$118K | 0.35% | 65 |
|
|
2024
Q3 | $1.86M | Sell |
22,820
-1,220
| -5% | -$106K | 0.4% | 61 |
|
|
2024
Q2 | $2.56M | Sell |
24,040
-250
| -1% | -$24K | 0.62% | 44 |
|
|
2024
Q1 | $2.36M | Hold |
24,290
| – | – | 0.6% | 51 |
|
|
2023
Q4 | $1.9M | Sell |
24,290
-260
| -1% | -$17.7K | 0.56% | 51 |
|
|
2023
Q3 | $1.54M | Sell |
24,550
-370
| -1% | -$24.3K | 0.49% | 57 |
|
|
2023
Q2 | $1.6M | Hold |
24,920
| – | – | 0.49% | 57 |
|
|
2023
Q1 | $1.32M | Hold |
24,920
| – | – | 0.45% | 65 |
|
|
2022
Q4 | $1.05M | Sell |
24,920
-250
| -1% | -$10.5K | 0.38% | 71 |
|
|
2022
Q3 | $921K | Hold |
25,170
| – | – | 0.35% | 77 |
|
|
2022
Q2 | $1.07M | Sell |
25,170
-640
| -2% | -$30.5K | 0.34% | 73 |
|
|
2022
Q1 | $1.39M | Sell |
25,810
-800
| -3% | -$46.6K | 0.35% | 77 |
|
|
2021
Q4 | $1.91M | Sell |
26,610
-23,880
| -47% | -$1.5M | 0.43% | 64 |
|
|
2021
Q3 | $2.87M | Sell |
50,490
-8,730
| -15% | -$531K | 0.68% | 40 |
|
|
2021
Q2 | $3.85M | Buy |
59,220
+2,070
| +4% | +$131K | 0.93% | 28 |
|
|
2021
Q1 | $3.4M | Buy |
57,150
+5,650
| +11% | +$308K | 0.87% | 33 |
|
|
2020
Q4 | $2.43M | Buy |
51,500
+200
| +0.4% | +$8.41K | 0.67% | 41 |
|
|
2020
Q3 | $1.7M | Buy |
51,300
+20,450
| +66% | +$705K | 0.55% | 50 |
|
|
2020
Q2 | $998K | Buy |
30,850
+19,150
| +164% | +$522K | 0.36% | 66 |
|
|
2020
Q1 | $281K | Buy |
11,700
+1,300
| +13% | +$37.4K | 0.13% | 93 |
|
|
2019
Q4 | $304K | Buy |
+10,400
| New | +$276K | 0.1% | 110 |
|
|
2018
Q4 | – | Sell |
-18,500
| Closed | -$281K | – | 128 |
|
|
2018
Q3 | $281K | Sell |
18,500
-120,550
| -87% | -$2.06M | 0.07% | 116 |
|
|
2018
Q2 | $2.4M | Buy |
139,050
+10,300
| +8% | +$198K | 0.66% | 44 |
|
|
2018
Q1 | $2.62M | Sell |
128,750
-22,650
| -15% | -$449K | 0.72% | 46 |
|
|
2017
Q4 | $2.79M | Sell |
151,400
-400
| -0.3% | -$7.86K | 0.78% | 45 |
|
|
2017
Q3 | $2.81M | Buy |
151,800
+52,300
| +53% | +$849K | 0.84% | 42 |
|
|
2017
Q2 | $1.41M | Sell |
99,500
-22,000
| -18% | -$323K | 0.46% | 66 |
|
|
2017
Q1 | $1.56M | Buy |
+121,500
| New | +$1.43M | 0.53% | 62 |
|
Other funds holding LRCX
Morse Asset Management's LRCX Position: Q2 2026 in Review
Morse Asset Management increased its Lam Research (LRCX) stake by 2.6% in Q2 2026, buying an estimated $176K and bringing the position to 22,591 shares worth $9.79M. The position accounts for 1.62% of the portfolio, ranked #16.
Morse Asset Management first reported a position in LRCX in Q1 2017 and has held it in 34 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Morse Asset Management held 22,591 shares of Lam Research worth $9.79M as of Q2 2026.
- Morse Asset Management bought 581 Lam Research shares in Q2 2026, an estimated $176K.
- Lam Research made up 1.62% of Morse Asset Management's portfolio in Q2 2026, its #16 holding.
- Morse Asset Management first reported a position in Lam Research in Q1 2017 and has held it in 34 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.