Salomon & Ludwin’s Lam Research LRCX Stock Holding History

Salomon & Ludwin’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	$6.29M	Sell	16,077 -112	-0.7%	-$34K	0.52%	38
2026 Q1	$3.54M	Hold	16,189	–	–	0.32%	57
2025 Q4	$3.15M	Buy	16,189 +62	+0.4%	+$9.64K	0.28%	61
2025 Q3	$2.35M	Buy	16,127 +337	+2%	+$35.7K	0.21%	66
2025 Q2	$1.56M	Sell	15,790 -80	-0.5%	-$6.34K	0.15%	69
2025 Q1	$1.15M	Hold	15,870	–	–	0.12%	75
2024 Q4	$1.15M	Hold	15,870	–	–	0.12%	72
2024 Q3	$1.3M	Hold	15,870	–	–	0.13%	72
2024 Q2	$1.69M	Hold	15,870	–	–	0.19%	68
2024 Q1	$1.54M	Hold	15,870	–	–	0.13%	75
2023 Q4	$995K	Hold	15,870	–	–	0.1%	81
2023 Q3	$995K	Hold	15,870	–	–	0.1%	81
2023 Q2	$1.02M	Hold	15,870	–	–	0.11%	78
2023 Q1	$841K	Hold	15,870	–	–	0.1%	80
2022 Q4	$667K	Hold	15,870	–	–	0.08%	93
2022 Q3	$581K	Buy	15,870 +80	+0.5%	+$3.56K	0.09%	81
2022 Q2	$673K	Buy	+15,790	New	+$752K	0.1%	65

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salomon & Ludwin's LRCX Position: Q2 2026 in Review

Salomon & Ludwin reduced its Lam Research (LRCX) stake by 0.69% in Q2 2026, selling an estimated $34K and leaving 16,077 shares worth $6.29M. The position accounts for 0.52% of the portfolio, ranked #38.

Salomon & Ludwin first reported a position in LRCX in Q2 2022 and has held it in 17 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Salomon & Ludwin held 16,077 shares of Lam Research worth $6.29M as of Q2 2026.
Salomon & Ludwin sold 112 Lam Research shares in Q2 2026, an estimated $34K.
Lam Research made up 0.52% of Salomon & Ludwin's portfolio in Q2 2026, its #38 holding.
Salomon & Ludwin first reported a position in Lam Research in Q2 2022 and has held it in 17 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.