Silvercrest Asset Management’s Lam Research LRCX Stock Holding History

Silvercrest Asset 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	$15.8M	Sell	36,381 -4,966	-12%	-$1.51M	0.1%	262
2026 Q1	$8.83M	Sell	41,347 -53,255	-56%	-$11.9M	0.06%	327
2025 Q4	$16.2M	Sell	94,602 -67,327	-42%	-$10.5M	0.11%	240
2025 Q3	$21.7M	Sell	161,929 -83,492	-34%	-$8.84M	0.14%	192
2025 Q2	$23.9M	Buy	245,421 +66,756	+37%	+$5.29M	0.16%	176
2025 Q1	$13M	Buy	178,665 +1,050	+0.6%	+$82.7K	0.09%	255
2024 Q4	$12.8M	Buy	177,615 +174,315	+5,282%	+$13.2M	0.09%	246
2024 Q3	$269K	Buy	3,300 +460	+16%	+$40K	﹤0.01%	739
2024 Q2	$302K	Hold	2,840	–	–	﹤0.01%	815
2024 Q1	$276K	Sell	2,840 -40	-1%	-$3.52K	﹤0.01%	809
2023 Q4	$226K	Buy	+2,880	New	+$196K	﹤0.01%	781
2018 Q2	–	Sell	-10,000	Closed	-$203K	–	569
2018 Q1	$203K	Sell	10,000 -1,250	-11%	-$24.8K	﹤0.01%	532
2017 Q4	$207K	Buy	+11,250	New	+$221K	﹤0.01%	533

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 $3.38T AUM 44.17% 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

Silvercrest Asset Management's LRCX Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $1.51M and leaving 36,381 shares worth $15.8M. The position accounts for 0.1% of the portfolio, ranked #262.

Silvercrest Asset Management first reported a position in LRCX in Q4 2017 and has held it in 13 quarters since. The position peaked at $23.9M in Q2 2025. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Silvercrest Asset Management held 36,381 shares of Lam Research worth $15.8M as of Q2 2026.
Silvercrest Asset Management sold 4,966 Lam Research shares in Q2 2026, an estimated $1.51M.
Lam Research made up 0.1% of Silvercrest Asset Management's portfolio in Q2 2026, its #262 holding.
Silvercrest Asset Management first reported a position in Lam Research in Q4 2017 and has held it in 13 quarters since.
Silvercrest Asset Management's Lam Research position peaked at $23.9M in Q2 2025.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.