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Neville Rodie & Shaw’s Lam Research LRCX Stock Holding History

Neville Rodie & Shaw’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 		$105M Sell
243,027
-7,132
-3% -$2.16M 6.82% 2
2026
Q1 		$53.4M Sell
250,159
-9,813
-4% -$2.19M 3.88% 5
2025
Q4 		$44.5M Sell
259,972
-6,782
-3% -$1.05M 3.14% 5
2025
Q3 		$35.7M Sell
266,754
-47,688
-15% -$5.05M 2.58% 8
2025
Q2 		$30.6M Sell
314,442
-8,250
-3% -$654K 2.27% 9
2025
Q1 		$23.5M Sell
322,692
-27,100
-8% -$2.13M 1.84% 14
2024
Q4 		$25.3M Sell
349,792
-4,638
-1% -$352K 1.84% 14
2024
Q3 		$28.9M Sell
354,430
-8,440
-2% -$734K 2.13% 10
2024
Q2 		$38.6M Buy
362,870
+110
+0% +$10.6K 2.93% 6
2024
Q1 		$35.2M Sell
362,760
-7,580
-2% -$667K 2.69% 7
2023
Q4 		$29M Sell
370,340
-530
-0.1% -$36.1K 2.37% 8
2023
Q3 		$23.2M Sell
370,870
-1,280
-0.3% -$84.1K 2.07% 10
2023
Q2 		$23.9M Sell
372,150
-780
-0.2% -$44K 2.06% 9
2023
Q1 		$19.8M Sell
372,930
-1,220
-0.3% -$59.9K 1.79% 12
2022
Q4 		$15.7M Sell
374,150
-3,320
-0.9% -$139K 1.48% 21
2022
Q3 		$13.8M Sell
377,470
-3,630
-1% -$162K 1.36% 24
2022
Q2 		$16.2M Sell
381,100
-6,290
-2% -$299K 1.45% 20
2022
Q1 		$20.4M Sell
387,390
-1,170
-0.3% -$68.1K 1.51% 18
2021
Q4 		$27.9M Sell
388,560
-220
-0.1% -$13.8K 1.98% 9
2021
Q3 		$22.1M Sell
388,780
-5,570
-1% -$339K 1.72% 13
2021
Q2 		$25.7M Buy
394,350
+430
+0.1% +$27.1K 1.98% 9
2021
Q1 		$23.4M Sell
393,920
-3,230
-0.8% -$176K 1.94% 8
2020
Q4 		$18.8M Sell
397,150
-6,680
-2% -$281K 1.62% 16
2020
Q3 		$13.4M Buy
403,830
+27,680
+7% +$954K 1.26% 24
2020
Q2 		$12.2M Buy
376,150
+4,090
+1% +$112K 1.26% 22
2020
Q1 		$8.93M Sell
372,060
-3,020
-0.8% -$87K 1.09% 28
2019
Q4 		$11M Sell
375,080
-2,770
-0.7% -$73.6K 1.08% 28
2019
Q3 		$8.73M Sell
377,850
-4,950
-1% -$104K 0.92% 32
2019
Q2 		$7.19M Sell
382,800
-17,470
-4% -$331K 0.76% 40
2019
Q1 		$7.17M Sell
400,270
-37,320
-9% -$623K 0.76% 43
2018
Q4 		$5.96M Sell
437,590
-15,440
-3% -$221K 0.72% 45
2018
Q3 		$6.87M Sell
453,030
-24,000
-5% -$410K 0.68% 49
2018
Q2 		$8.25M Sell
477,030
-580
-0.1% -$11.2K 0.87% 40
2018
Q1 		$9.7M Sell
477,610
-1,200
-0.3% -$23.8K 1.07% 30
2017
Q4 		$8.81M Buy
478,810
+17,210
+4% +$338K 0.93% 33
2017
Q3 		$8.54M Sell
461,600
-24,980
-5% -$405K 0.95% 34
2017
Q2 		$6.88M Sell
486,580
-19,040
-4% -$279K 0.79% 44
2017
Q1 		$6.49M Sell
505,620
-45,290
-8% -$532K 0.74% 48
2016
Q4 		$5.83M Hold
550,910
– – 0.69% 51
2016
Q3 		$5.22M Buy
550,910
+2,140
+0.4% +$19.5K 0.61% 55
2016
Q2 		$4.61M Buy
548,770
+2,960
+0.5% +$23.8K 0.55% 59
2016
Q1 		$4.51M Sell
545,810
-2,480
-0.5% -$18K 0.55% 63
2015
Q4 		$4.35M Buy
548,290
+17,220
+3% +$130K 0.52% 67
2015
Q3 		$3.47M Sell
531,070
-1,080
-0.2% -$7.91K 0.43% 74
2015
Q2 		$4.33M Buy
532,150
+31,750
+6% +$249K 0.47% 66
2015
Q1 		$3.52M Buy
500,400
+246,050
+97% +$1.95M 0.37% 82
2014
Q4 		$2.02M Buy
+254,350
New +$1.97M 0.2% 103

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Neville Rodie & Shaw's LRCX Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Lam Research (LRCX) stake by 2.9% in Q2 2026, selling an estimated $2.16M and leaving 243,027 shares worth $105M. The position accounts for 6.82% of the portfolio, ranked #2.

Neville Rodie & Shaw first reported a position in LRCX in Q4 2014 and has held it in 47 quarters since. 1,171 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Neville Rodie & Shaw held 243,027 shares of Lam Research worth $105M as of Q2 2026.
  • Neville Rodie & Shaw sold 7,132 Lam Research shares in Q2 2026, an estimated $2.16M.
  • Lam Research made up 6.82% of Neville Rodie & Shaw's portfolio in Q2 2026, its #2 holding.
  • Neville Rodie & Shaw first reported a position in Lam Research in Q4 2014 and has held it in 47 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.