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Scott & Selber Inc’s Lam Research LRCX Stock Holding History

Scott & Selber 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 		$19.9M Sell
45,867
-19
-0% -$5.77K 4.2% 6
2026
Q1 		$9.8M Sell
45,886
-13
-0% -$2.91K 2.53% 8
2025
Q4 		$7.86M Sell
45,899
-1,652
-3% -$257K 1.97% 12
2025
Q3 		$6.37M Sell
47,551
-655
-1% -$69.4K 1.62% 14
2025
Q2 		$4.69M Buy
48,206
+17,786
+58% +$1.41M 1.31% 25
2025
Q1 		$2.21M Buy
30,420
+17
+0.1% +$1.34K 0.71% 53
2024
Q4 		$2.2M Sell
30,403
-897
-3% -$68K 0.66% 51
2024
Q3 		$2.55M Sell
31,300
-250
-0.8% -$21.7K 0.79% 40
2024
Q2 		$3.36M Buy
31,550
+510
+2% +$48.9K 1.07% 28
2024
Q1 		$3.02M Buy
31,040
+110
+0.4% +$9.68K 1.03% 30
2023
Q4 		$2.42M Sell
30,930
-390
-1% -$26.6K 0.91% 36
2023
Q3 		$1.96M Sell
31,320
-70
-0.2% -$4.6K 0.81% 44
2023
Q2 		$2.02M Sell
31,390
-80
-0.3% -$4.51K 0.79% 43
2023
Q1 		$1.67M Buy
31,470
+60
+0.2% +$2.94K 0.71% 53
2022
Q4 		$1.32M Sell
31,410
-80
-0.3% -$3.35K 0.59% 63
2022
Q3 		$1.15M Buy
31,490
+130
+0.4% +$5.79K 0.56% 67
2022
Q2 		$1.34M Sell
31,360
-330
-1% -$15.7K 0.61% 64
2022
Q1 		$1.7M Sell
31,690
-390
-1% -$22.7K 0.66% 58
2021
Q4 		$2.31M Buy
32,080
+10
+0% +$627 0.82% 45
2021
Q3 		$1.82M Sell
32,070
-1,030
-3% -$62.7K 0.74% 55
2021
Q2 		$2.15M Sell
33,100
-110
-0.3% -$6.94K 0.83% 44
2021
Q1 		$1.98M Buy
33,210
+170
+0.5% +$9.26K 0.81% 42
2020
Q4 		$1.56M Sell
33,040
-24,080
-42% -$1.01M 0.67% 62
2020
Q3 		$1.9M Buy
57,120
+160
+0.3% +$5.51K 0.85% 49
2020
Q2 		$1.84M Buy
+56,960
New +$1.55M 0.91% 44

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scott & Selber Inc's LRCX Position: Q2 2026 in Review

Scott & Selber Inc reduced its Lam Research (LRCX) stake by 0.04% in Q2 2026, selling an estimated $5.77K and leaving 45,867 shares worth $19.9M. The position accounts for 4.2% of the portfolio, ranked #6.

Scott & Selber Inc first reported a position in LRCX in Q2 2020 and has held it in 25 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Scott & Selber Inc held 45,867 shares of Lam Research worth $19.9M as of Q2 2026.
  • Scott & Selber Inc sold 19 Lam Research shares in Q2 2026, an estimated $5.77K.
  • Lam Research made up 4.2% of Scott & Selber Inc's portfolio in Q2 2026, its #6 holding.
  • Scott & Selber Inc first reported a position in Lam Research in Q2 2020 and has held it in 25 quarters since.
  • 880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Scott & Selber Inc's 13F filing for Q2 2026, filed 8 Jul 2026.