MV Capital 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 | $12.5M | Sell |
28,912
-2,407
| -8% | -$731K | 1.11% | 28 |
|
|
2026
Q1 | $6.69M | Sell |
31,319
-2,035
| -6% | -$455K | 0.66% | 36 |
|
|
2025
Q4 | $5.71M | Buy |
33,354
+158
| +0.5% | +$24.6K | 0.55% | 36 |
|
|
2025
Q3 | $4.44M | Sell |
33,196
-177
| -0.5% | -$18.7K | 0.43% | 41 |
|
|
2025
Q2 | $3.25M | Sell |
33,373
-947
| -3% | -$75.1K | 0.33% | 51 |
|
|
2025
Q1 | $2.5M | Buy |
34,320
+1,708
| +5% | +$135K | 0.27% | 69 |
|
|
2024
Q4 | $2.36M | Buy |
32,612
+662
| +2% | +$50.2K | 0.25% | 72 |
|
|
2024
Q3 | $2.61M | Buy |
31,950
+1,450
| +5% | +$126K | 0.28% | 70 |
|
|
2024
Q2 | $3.25M | Buy |
30,500
+290
| +1% | +$27.8K | 0.37% | 51 |
|
|
2024
Q1 | $2.94M | Sell |
30,210
-8,550
| -22% | -$752K | 0.34% | 56 |
|
|
2023
Q4 | $3.04M | Buy |
38,760
+260
| +0.7% | +$17.7K | 0.38% | 43 |
|
|
2023
Q3 | $2.41M | Buy |
38,500
+680
| +2% | +$44.7K | 0.32% | 51 |
|
|
2023
Q2 | $2.43M | Buy |
37,820
+1,620
| +4% | +$91.3K | 0.32% | 45 |
|
|
2023
Q1 | $1.92M | Buy |
36,200
+430
| +1% | +$21.1K | 0.27% | 60 |
|
|
2022
Q4 | $1.5M | Buy |
35,770
+150
| +0.4% | +$6.28K | 0.23% | 64 |
|
|
2022
Q3 | $1.3M | Buy |
35,620
+6,850
| +24% | +$305K | 0.22% | 63 |
|
|
2022
Q2 | $1.23M | Sell |
28,770
-130
| -0.4% | -$6.19K | 0.21% | 71 |
|
|
2022
Q1 | $1.55M | Buy |
28,900
+290
| +1% | +$16.9K | 0.23% | 71 |
|
|
2021
Q4 | $2.06M | Buy |
28,610
+670
| +2% | +$42K | 0.3% | 58 |
|
|
2021
Q3 | $1.59M | Buy |
27,940
+1,730
| +7% | +$105K | 0.26% | 66 |
|
|
2021
Q2 | $1.71M | Buy |
26,210
+26,140
| +37,343% | +$1.65M | 0.29% | 62 |
|
|
2021
Q1 | $4K | Buy |
70
+30
| +75% | +$1.64K | ﹤0.01% | 279 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 287 |
|
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 266 |
|
|
2020
Q2 | $1K | Buy |
+40
| New | +$1.09K | ﹤0.01% | 271 |
|
|
2020
Q1 | – | Sell |
-140
| Closed | -$4K | – | 364 |
|
|
2019
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 302 |
|
|
2019
Q3 | $3K | Hold |
140
| – | – | ﹤0.01% | 317 |
|
|
2019
Q2 | $3K | Buy |
140
+60
| +75% | +$1.14K | ﹤0.01% | 302 |
|
|
2019
Q1 | $1K | Buy |
+80
| New | +$1.33K | ﹤0.01% | 342 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$5K | – | 341 |
|
|
2018
Q3 | $5K | Sell |
300
-60
| -17% | -$1.02K | ﹤0.01% | 304 |
|
|
2018
Q2 | $6K | Sell |
360
-60
| -14% | -$1.16K | ﹤0.01% | 291 |
|
|
2018
Q1 | $9K | Hold |
420
| – | – | ﹤0.01% | 251 |
|
|
2017
Q4 | $8K | Buy |
420
+180
| +75% | +$3.54K | ﹤0.01% | 272 |
|
|
2017
Q3 | $4K | Hold |
240
| – | – | ﹤0.01% | 309 |
|
|
2017
Q2 | $3K | Buy |
+240
| New | +$3.52K | ﹤0.01% | 317 |
|
Other funds holding LRCX
MV Capital Management's LRCX Position: Q2 2026 in Review
MV Capital Management reduced its Lam Research (LRCX) stake by 7.7% in Q2 2026, selling an estimated $731K and leaving 28,912 shares worth $12.5M. The position accounts for 1.11% of the portfolio, ranked #28.
MV Capital Management first reported a position in LRCX in Q2 2017 and has held it in 35 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- MV Capital Management held 28,912 shares of Lam Research worth $12.5M as of Q2 2026.
- MV Capital Management sold 2,407 Lam Research shares in Q2 2026, an estimated $731K.
- Lam Research made up 1.11% of MV Capital Management's portfolio in Q2 2026, its #28 holding.
- MV Capital Management first reported a position in Lam Research in Q2 2017 and has held it in 35 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.