Rench Wealth 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 | $26.1M | Sell |
60,262
-11,284
| -16% | -$3.43M | 7.01% | 2 |
|
|
2026
Q1 | $15.3M | Sell |
71,546
-4,736
| -6% | -$1.06M | 4.6% | 5 |
|
|
2025
Q4 | $13.1M | Sell |
76,282
-6,247
| -8% | -$972K | 3.74% | 7 |
|
|
2025
Q3 | $11.1M | Sell |
82,529
-486
| -0.6% | -$51.5K | 3.24% | 8 |
|
|
2025
Q2 | $8.08M | Buy |
83,015
+361
| +0.4% | +$28.6K | 2.56% | 12 |
|
|
2025
Q1 | $6.01M | Buy |
82,654
+1,084
| +1% | +$85.4K | 2.07% | 19 |
|
|
2024
Q4 | $5.89M | Buy |
81,570
+2,350
| +3% | +$178K | 2.01% | 17 |
|
|
2024
Q3 | $6.46M | Buy |
79,220
+2,370
| +3% | +$206K | 2.22% | 16 |
|
|
2024
Q2 | $8.18M | Sell |
76,850
-140
| -0.2% | -$13.4K | 2.94% | 10 |
|
|
2024
Q1 | $7.48M | Sell |
76,990
-430
| -0.6% | -$37.8K | 2.87% | 11 |
|
|
2023
Q4 | $6.06M | Sell |
77,420
-1,120
| -1% | -$76.3K | 2.55% | 15 |
|
|
2023
Q3 | $4.92M | Buy |
78,540
+360
| +0.5% | +$23.7K | 2.26% | 19 |
|
|
2023
Q2 | $5.03M | Buy |
78,180
+1,490
| +2% | +$84K | 2.2% | 20 |
|
|
2023
Q1 | $4.07M | Buy |
76,690
+3,920
| +5% | +$192K | 1.95% | 25 |
|
|
2022
Q4 | $3.06M | Sell |
72,770
-590
| -0.8% | -$24.7K | 1.56% | 30 |
|
|
2022
Q3 | $2.69M | Buy |
73,360
+1,490
| +2% | +$66.3K | 1.51% | 32 |
|
|
2022
Q2 | $3.06M | Buy |
71,870
+7,510
| +12% | +$358K | 1.57% | 31 |
|
|
2022
Q1 | $3.46M | Buy |
64,360
+39,690
| +161% | +$2.31M | 1.57% | 28 |
|
|
2021
Q4 | $1.77M | Buy |
24,670
+610
| +3% | +$38.2K | 0.8% | 31 |
|
|
2021
Q3 | $1.37M | Buy |
24,060
+1,710
| +8% | +$104K | 0.68% | 31 |
|
|
2021
Q2 | $1.45M | Buy |
22,350
+2,060
| +10% | +$130K | 0.73% | 31 |
|
|
2021
Q1 | $1.21M | Buy |
20,290
+1,180
| +6% | +$64.3K | 0.63% | 31 |
|
|
2020
Q4 | $903K | Buy |
19,110
+3,940
| +26% | +$166K | 0.51% | 31 |
|
|
2020
Q3 | $503K | Buy |
15,170
+3,380
| +29% | +$116K | 0.32% | 32 |
|
|
2020
Q2 | $381K | Buy |
11,790
+2,620
| +29% | +$71.4K | 0.26% | 33 |
|
|
2020
Q1 | $220K | Sell |
9,170
-1,990
| -18% | -$57.3K | 0.17% | 34 |
|
|
2019
Q4 | $326K | Buy |
11,160
+50
| +0.5% | +$1.33K | 0.19% | 40 |
|
|
2019
Q3 | $257K | Sell |
11,110
-1,810
| -14% | -$38K | 0.17% | 41 |
|
|
2019
Q2 | $243K | Buy |
12,920
+70
| +0.5% | +$1.33K | 0.16% | 50 |
|
|
2019
Q1 | $230K | Buy |
+12,850
| New | +$214K | 0.15% | 51 |
|
Other funds holding LRCX
Rench Wealth Management's LRCX Position: Q2 2026 in Review
Rench Wealth Management reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $3.43M and leaving 60,262 shares worth $26.1M. The position accounts for 7.01% of the portfolio, ranked #2.
Rench Wealth Management first reported a position in LRCX in Q1 2019 and has held it in 30 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Rench Wealth Management held 60,262 shares of Lam Research worth $26.1M as of Q2 2026.
- Rench Wealth Management sold 11,284 Lam Research shares in Q2 2026, an estimated $3.43M.
- Lam Research made up 7.01% of Rench Wealth Management's portfolio in Q2 2026, its #2 holding.
- Rench Wealth Management first reported a position in Lam Research in Q1 2019 and has held it in 30 quarters since.
- 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Rench Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.