Rodgers Brothers’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
Q1 | $10.5M | Sell |
49,100
-1,100
| -2% | -$246K | 1.21% | 17 |
|
|
2025
Q4 | $8.59M | Sell |
50,200
-1,275
| -2% | -$198K | 1.03% | 20 |
|
|
2025
Q3 | $6.89M | Hold |
51,475
| – | – | 0.85% | 32 |
|
|
2025
Q2 | $5.01M | Buy |
51,475
+75
| +0.1% | +$5.95K | 0.63% | 43 |
|
|
2025
Q1 | $3.74M | Sell |
51,400
-1,000
| -2% | -$78.7K | 0.5% | 58 |
|
|
2024
Q4 | $3.78M | Sell |
52,400
-250
| -0.5% | -$19K | 0.49% | 61 |
|
|
2024
Q3 | $4.3M | Hold |
52,650
| – | – | 0.55% | 57 |
|
|
2024
Q2 | $5.61M | Hold |
52,650
| – | – | 0.76% | 38 |
|
|
2024
Q1 | $5.12M | Buy |
52,650
+7,750
| +17% | +$682K | 0.7% | 46 |
|
|
2023
Q4 | $3.52M | Sell |
44,900
-500
| -1% | -$34.1K | 0.56% | 57 |
|
|
2023
Q3 | $2.85M | Buy |
45,400
+5,200
| +13% | +$342K | 0.49% | 60 |
|
|
2023
Q2 | $2.58M | Buy |
40,200
+1,100
| +3% | +$62K | 0.46% | 63 |
|
|
2023
Q1 | $2.07M | Buy |
39,100
+2,500
| +7% | +$123K | 0.4% | 68 |
|
|
2022
Q4 | $1.54M | Buy |
36,600
+100
| +0.3% | +$4.18K | 0.31% | 84 |
|
|
2022
Q3 | $1.34M | Hold |
36,500
| – | – | 0.28% | 90 |
|
|
2022
Q2 | $1.55M | Sell |
36,500
-500
| -1% | -$23.8K | 0.31% | 82 |
|
|
2022
Q1 | $1.99M | Hold |
37,000
| – | – | 0.36% | 75 |
|
|
2021
Q4 | $2.66M | Hold |
37,000
| – | – | 0.47% | 58 |
|
|
2021
Q3 | $2.11M | Hold |
37,000
| – | – | 0.42% | 69 |
|
|
2021
Q2 | $2.41M | Sell |
37,000
-1,000
| -3% | -$63.1K | 0.46% | 64 |
|
|
2021
Q1 | $2.26M | Sell |
38,000
-3,750
| -9% | -$204K | 0.47% | 60 |
|
|
2020
Q4 | $1.97M | Hold |
41,750
| – | – | 0.45% | 65 |
|
|
2020
Q3 | $1.39M | Sell |
41,750
-250
| -0.6% | -$8.61K | 0.36% | 75 |
|
|
2020
Q2 | $1.36M | Sell |
42,000
-2,500
| -6% | -$68.2K | 0.37% | 71 |
|
|
2020
Q1 | $1.07M | Sell |
44,500
-13,000
| -23% | -$374K | 0.34% | 76 |
|
|
2019
Q4 | $1.68M | Sell |
57,500
-19,000
| -25% | -$505K | 0.44% | 61 |
|
|
2019
Q3 | $1.77M | Sell |
76,500
-20,900
| -21% | -$439K | 0.49% | 54 |
|
|
2019
Q2 | $1.83M | Buy |
97,400
+500
| +0.5% | +$9.49K | 0.51% | 56 |
|
|
2019
Q1 | $1.74M | Sell |
96,900
-3,480
| -3% | -$58.1K | 0.49% | 57 |
|
|
2018
Q4 | $1.37M | Buy |
100,380
+58,400
| +139% | +$837K | 0.44% | 60 |
|
|
2018
Q3 | $637K | Buy |
41,980
+16,000
| +62% | +$273K | 0.18% | 106 |
|
|
2018
Q2 | $449K | Buy |
+25,980
| New | +$500K | 0.14% | 131 |
|
Other funds holding LRCX
VCM
VPM
Rodgers Brothers's LRCX Position: Q1 2026 in Review
Rodgers Brothers reduced its Lam Research (LRCX) stake by 2.2% in Q1 2026, selling an estimated $246K and leaving 49,100 shares worth $10.5M. The position accounts for 1.21% of the portfolio, ranked #17.
Rodgers Brothers first reported a position in LRCX in Q2 2018 and has held it in 32 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Rodgers Brothers held 49,100 shares of Lam Research worth $10.5M as of Q1 2026.
- Rodgers Brothers sold 1,100 Lam Research shares in Q1 2026, an estimated $246K.
- Lam Research made up 1.21% of Rodgers Brothers's portfolio in Q1 2026, its #17 holding.
- Rodgers Brothers first reported a position in Lam Research in Q2 2018 and has held it in 32 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Rodgers Brothers's 13F filing for Q1 2026, filed 14 May 2026.