Silvant Capital Management’s Lam Research LRCX Stock Holding History

Silvant Capital Management’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	$4.31M	Sell	9,936 -11,191	-53%	-$3.4M	0.13%	112
2026 Q1	$4.51M	Sell	21,127 -3,922	-16%	-$877K	0.16%	78
2025 Q4	$4.29M	Sell	25,049 -31,723	-56%	-$4.93M	0.14%	80
2025 Q3	$7.6M	Sell	56,772 -5,370	-9%	-$569K	0.26%	46
2025 Q2	$6.05M	Buy	62,142 +9,778	+19%	+$776K	0.23%	63
2025 Q1	$3.81M	Hold	52,364	–	–	0.18%	74
2024 Q4	$3.78M	Buy	+52,364	New	+$3.97M	0.16%	83
2024 Q3	–	Sell	-89,510	Closed	-$9.55M	–	308
2024 Q2	$9.55M	Hold	89,510	–	–	0.42%	33
2024 Q1	$8.71M	Hold	89,510	–	–	0.42%	35
2023 Q4	$7.03M	Hold	89,510	–	–	0.38%	43
2023 Q3	$5.63M	Sell	89,510 -9,940	-10%	-$653K	0.34%	46
2023 Q2	$6.41M	Hold	99,450	–	–	0.36%	44
2023 Q1	$5.29M	Hold	99,450	–	–	0.34%	56
2022 Q4	$4.2M	Sell	99,450 -1,030	-1%	-$43.1K	0.3%	67
2022 Q3	$3.69M	Buy	+100,480	New	+$4.47M	0.25%	73
2018 Q3	–	Sell	-158,200	Closed	-$2.73M	–	343
2018 Q2	$2.73M	Buy	158,200 +2,030	+1%	+$39.1K	0.34%	94
2018 Q1	$3.17M	Buy	+156,170	New	+$3.09M	0.41%	86

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

Silvant Capital Management's LRCX Position: Q2 2026 in Review

Silvant Capital Management reduced its Lam Research (LRCX) stake by 53% in Q2 2026, selling an estimated $3.4M and leaving 9,936 shares worth $4.31M. The position accounts for 0.13% of the portfolio, ranked #112.

Silvant Capital Management first reported a position in LRCX in Q1 2018 and has held it in 17 quarters since. The position peaked at $9.55M in Q2 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Silvant Capital Management held 9,936 shares of Lam Research worth $4.31M as of Q2 2026.
Silvant Capital Management sold 11,191 Lam Research shares in Q2 2026, an estimated $3.4M.
Lam Research made up 0.13% of Silvant Capital Management's portfolio in Q2 2026, its #112 holding.
Silvant Capital Management first reported a position in Lam Research in Q1 2018 and has held it in 17 quarters since.
Silvant Capital Management's Lam Research position peaked at $9.55M in Q2 2024.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.