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R.M. Davis Inc’s Lam Research LRCX Stock Holding History

R.M. Davis Inc’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 		$1.13M Buy
2,598
+179
+7% +$54.3K 0.02% 146
2026
Q1 		$517K Sell
2,419
-100
-4% -$22.4K 0.01% 192
2025
Q4 		$431K Buy
2,519
+120
+5% +$18.7K 0.01% 209
2025
Q3 		$321K Sell
2,399
-1,030
-30% -$109K 0.01% 229
2025
Q2 		$334K Buy
+3,429
New +$272K 0.01% 226
2023
Q4 		– Sell
-4,920
Closed -$308K – 267
2023
Q3 		$308K Sell
4,920
-110
-2% -$7.23K 0.01% 221
2023
Q2 		$323K Buy
5,030
+120
+2% +$6.76K 0.01% 228
2023
Q1 		$260K Sell
4,910
-230
-4% -$11.3K 0.01% 239
2022
Q4 		$216K Buy
+5,140
New +$215K 0.01% 261
2022
Q2 		– Sell
-4,660
Closed -$251K – 272
2022
Q1 		$251K Buy
4,660
+750
+19% +$43.7K 0.01% 251
2021
Q4 		$281K Sell
3,910
-120
-3% -$7.52K 0.01% 238
2021
Q3 		$229K Buy
4,030
+120
+3% +$7.3K 0.01% 250
2021
Q2 		$254K Buy
+3,910
New +$247K 0.01% 239

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

R.M. Davis Inc's LRCX Position: Q2 2026 in Review

R.M. Davis Inc increased its Lam Research (LRCX) stake by 7.4% in Q2 2026, buying an estimated $54.3K and bringing the position to 2,598 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #146.

R.M. Davis Inc first reported a position in LRCX in Q2 2021 and has held it in 13 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • R.M. Davis Inc held 2,598 shares of Lam Research worth $1.13M as of Q2 2026.
  • R.M. Davis Inc bought 179 Lam Research shares in Q2 2026, an estimated $54.3K.
  • Lam Research made up 0.02% of R.M. Davis Inc's portfolio in Q2 2026, its #146 holding.
  • R.M. Davis Inc first reported a position in Lam Research in Q2 2021 and has held it in 13 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.