Seizert Capital Partners’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 | $13.9M | Sell |
32,070
-4,524
| -12% | -$1.37M | 0.57% | 43 |
|
|
2026
Q1 | $7.82M | Sell |
36,594
-10,583
| -22% | -$2.37M | 0.36% | 49 |
|
|
2025
Q4 | $8.08M | Sell |
47,177
-31,539
| -40% | -$4.91M | 0.34% | 52 |
|
|
2025
Q3 | $10.5M | Sell |
78,716
-39,475
| -33% | -$4.18M | 0.46% | 46 |
|
|
2025
Q2 | $11.5M | Buy |
118,191
+22,305
| +23% | +$1.77M | 0.51% | 47 |
|
|
2025
Q1 | $6.97M | Sell |
95,886
-334
| -0.3% | -$26.3K | 0.32% | 55 |
|
|
2024
Q4 | $6.95M | Sell |
96,220
-250
| -0.3% | -$19K | 0.31% | 58 |
|
|
2024
Q3 | $7.87M | Buy |
96,470
+28,520
| +42% | +$2.48M | 0.36% | 64 |
|
|
2024
Q2 | $7.24M | Sell |
67,950
-21,530
| -24% | -$2.06M | 0.36% | 61 |
|
|
2024
Q1 | $8.69M | Buy |
89,480
+560
| +0.6% | +$49.3K | 0.4% | 54 |
|
|
2023
Q4 | $6.96M | Sell |
88,920
-40
| -0% | -$2.73K | 0.35% | 57 |
|
|
2023
Q3 | $5.58M | Sell |
88,960
-34,290
| -28% | -$2.25M | 0.3% | 63 |
|
|
2023
Q2 | $7.92M | Sell |
123,250
-39,680
| -24% | -$2.24M | 0.42% | 49 |
|
|
2023
Q1 | $8.64M | Sell |
162,930
-22,750
| -12% | -$1.12M | 0.48% | 53 |
|
|
2022
Q4 | $7.8M | Sell |
185,680
-3,420
| -2% | -$143K | 0.41% | 57 |
|
|
2022
Q3 | $6.92M | Buy |
189,100
+19,040
| +11% | +$848K | 0.39% | 58 |
|
|
2022
Q2 | $7.25M | Sell |
170,060
-3,260
| -2% | -$155K | 0.38% | 59 |
|
|
2022
Q1 | $9.32M | Buy |
173,320
+38,760
| +29% | +$2.26M | 0.43% | 55 |
|
|
2021
Q4 | $9.68M | Buy |
134,560
+32,750
| +32% | +$2.05M | 0.43% | 55 |
|
|
2021
Q3 | $5.79M | Sell |
101,810
-1,220
| -1% | -$74.2K | 0.27% | 68 |
|
|
2021
Q2 | $6.7M | Sell |
103,030
-3,500
| -3% | -$221K | 0.32% | 66 |
|
|
2021
Q1 | $6.34M | Sell |
106,530
-4,020
| -4% | -$219K | 0.33% | 69 |
|
|
2020
Q4 | $5.22M | Sell |
110,550
-100,670
| -48% | -$4.24M | 0.3% | 66 |
|
|
2020
Q3 | $7.01M | Sell |
211,220
-51,400
| -20% | -$1.77M | 0.46% | 56 |
|
|
2020
Q2 | $8.49M | Buy |
262,620
+12,440
| +5% | +$339K | 0.58% | 47 |
|
|
2020
Q1 | $6M | Sell |
250,180
-82,240
| -25% | -$2.37M | 0.44% | 56 |
|
|
2019
Q4 | $9.72M | Sell |
332,420
-125,140
| -27% | -$3.32M | 0.48% | 54 |
|
|
2019
Q3 | $10.6M | Sell |
457,560
-128,300
| -22% | -$2.69M | 0.53% | 55 |
|
|
2019
Q2 | $11M | Sell |
585,860
-111,300
| -16% | -$2.11M | 0.54% | 57 |
|
|
2019
Q1 | $12.5M | Buy |
697,160
+9,680
| +1% | +$162K | 0.56% | 56 |
|
|
2018
Q4 | $9.36M | Buy |
687,480
+27,230
| +4% | +$390K | 0.42% | 62 |
|
|
2018
Q3 | $10M | Buy |
660,250
+73,680
| +13% | +$1.26M | 0.37% | 64 |
|
|
2018
Q2 | $11.9M | Hold |
586,570
| – | – | 0.43% | 61 |
|
|
2018
Q1 | $11.9M | Buy |
586,570
+102,710
| +21% | +$2.03M | 0.43% | 61 |
|
|
2017
Q4 | $8.91M | Sell |
483,860
-95,590
| -16% | -$1.88M | 0.32% | 62 |
|
|
2017
Q3 | $10.7M | Sell |
579,450
-7,290
| -1% | -$118K | 0.39% | 61 |
|
|
2017
Q2 | $8.3M | Sell |
586,740
-241,600
| -29% | -$3.54M | 0.3% | 67 |
|
|
2017
Q1 | $10.6M | Sell |
828,340
-14,420
| -2% | -$170K | 0.38% | 62 |
|
|
2016
Q4 | $8.91M | Buy |
842,760
+141,020
| +20% | +$1.43M | 0.32% | 66 |
|
|
2016
Q3 | $6.65M | Buy |
+701,740
| New | +$6.38M | 0.25% | 72 |
|
Other funds holding LRCX
Seizert Capital Partners's LRCX Position: Q2 2026 in Review
Seizert Capital Partners reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $1.37M and leaving 32,070 shares worth $13.9M. The position accounts for 0.57% of the portfolio, ranked #43.
Seizert Capital Partners first reported a position in LRCX in Q3 2016 and has held it in 40 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Seizert Capital Partners held 32,070 shares of Lam Research worth $13.9M as of Q2 2026.
- Seizert Capital Partners sold 4,524 Lam Research shares in Q2 2026, an estimated $1.37M.
- Lam Research made up 0.57% of Seizert Capital Partners's portfolio in Q2 2026, its #43 holding.
- Seizert Capital Partners first reported a position in Lam Research in Q3 2016 and has held it in 40 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Seizert Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.