Rockefeller 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 | $114M | Buy |
262,632
+44,896
| +21% | +$13.6M | 0.17% | 109 |
|
|
2026
Q1 | $46.5M | Sell |
217,736
-12,871
| -6% | -$2.88M | 0.08% | 231 |
|
|
2025
Q4 | $39.5M | Sell |
230,607
-11,054
| -5% | -$1.72M | 0.07% | 263 |
|
|
2025
Q3 | $32.4M | Sell |
241,661
-39,211
| -14% | -$4.15M | 0.06% | 278 |
|
|
2025
Q2 | $27.3M | Buy |
280,872
+32,107
| +13% | +$2.55M | 0.06% | 303 |
|
|
2025
Q1 | $18.1M | Buy |
248,765
+23,578
| +10% | +$1.86M | 0.04% | 392 |
|
|
2024
Q4 | $16.3M | Sell |
225,187
-156,213
| -41% | -$11.8M | 0.04% | 401 |
|
|
2024
Q3 | $31.1M | Buy |
381,400
+86,260
| +29% | +$7.5M | 0.08% | 241 |
|
|
2024
Q2 | $31.4M | Sell |
295,140
-90,200
| -23% | -$8.65M | 0.09% | 219 |
|
|
2024
Q1 | $37.4M | Buy |
385,340
+36,430
| +10% | +$3.2M | 0.11% | 201 |
|
|
2023
Q4 | $27.3M | Buy |
348,910
+90,070
| +35% | +$6.14M | 0.09% | 227 |
|
|
2023
Q3 | $16.2M | Buy |
258,840
+9,930
| +4% | +$652K | 0.06% | 310 |
|
|
2023
Q2 | $16M | Sell |
248,910
-73,470
| -23% | -$4.14M | 0.06% | 324 |
|
|
2023
Q1 | $17.1M | Buy |
322,380
+8,340
| +3% | +$409K | 0.07% | 299 |
|
|
2022
Q4 | $13.2M | Buy |
314,040
+155,390
| +98% | +$6.5M | 0.07% | 315 |
|
|
2022
Q3 | $5.81M | Sell |
158,650
-68,480
| -30% | -$3.05M | 0.03% | 486 |
|
|
2022
Q2 | $9.68M | Buy |
227,130
+35,700
| +19% | +$1.7M | 0.05% | 355 |
|
|
2022
Q1 | $10.3M | Buy |
191,430
+39,850
| +26% | +$2.32M | 0.05% | 359 |
|
|
2021
Q4 | $10.9M | Buy |
151,580
+5,280
| +4% | +$331K | 0.05% | 327 |
|
|
2021
Q3 | $8.33M | Buy |
146,300
+9,690
| +7% | +$589K | 0.04% | 347 |
|
|
2021
Q2 | $8.89M | Buy |
136,610
+53,350
| +64% | +$3.37M | 0.05% | 321 |
|
|
2021
Q1 | $4.96M | Buy |
83,260
+1,530
| +2% | +$83.4K | 0.03% | 371 |
|
|
2020
Q4 | $3.86M | Buy |
81,730
+34,730
| +74% | +$1.46M | 0.03% | 366 |
|
|
2020
Q3 | $1.56M | Buy |
47,000
+24,100
| +105% | +$830K | 0.01% | 490 |
|
|
2020
Q2 | $741K | Buy |
22,900
+1,910
| +9% | +$52.1K | 0.01% | 607 |
|
|
2020
Q1 | $504K | Buy |
20,990
+1,790
| +9% | +$51.5K | 0.01% | 603 |
|
|
2019
Q4 | $562K | Sell |
19,200
-1,680
| -8% | -$44.6K | 0.01% | 556 |
|
|
2019
Q3 | $482K | Hold |
20,880
| – | – | 0.01% | 494 |
|
|
2019
Q2 | $392K | Sell |
20,880
-2,220
| -10% | -$42.1K | 0.01% | 487 |
|
|
2019
Q1 | $413K | Buy |
23,100
+5,860
| +34% | +$97.8K | 0.01% | 507 |
|
|
2018
Q4 | $235K | Sell |
17,240
-1,940
| -10% | -$27.8K | ﹤0.01% | 389 |
|
|
2018
Q3 | $291K | Buy |
19,180
+740
| +4% | +$12.6K | ﹤0.01% | 316 |
|
|
2018
Q2 | $319K | Buy |
18,440
+1,940
| +12% | +$37.4K | 0.01% | 298 |
|
|
2018
Q1 | $335K | Buy |
+16,500
| New | +$327K | 0.01% | 298 |
|
Other funds holding LRCX
Rockefeller Capital Management's LRCX Position: Q2 2026 in Review
Rockefeller Capital Management increased its Lam Research (LRCX) stake by 21% in Q2 2026, buying an estimated $13.6M and bringing the position to 262,632 shares worth $114M. The position accounts for 0.17% of the portfolio, ranked #109.
Rockefeller Capital Management first reported a position in LRCX in Q1 2018 and has held it in 34 quarters since. 3,113 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Rockefeller Capital Management held 262,632 shares of Lam Research worth $114M as of Q2 2026.
- Rockefeller Capital Management bought 44,896 Lam Research shares in Q2 2026, an estimated $13.6M.
- Lam Research made up 0.17% of Rockefeller Capital Management's portfolio in Q2 2026, its #109 holding.
- Rockefeller Capital Management first reported a position in Lam Research in Q1 2018 and has held it in 34 quarters since.
- 3,113 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.