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Sittner & Nelson’s Lam Research LRCX Stock Holding History

Sittner & Nelson’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 		$1.52M Hold
3,515
– – 0.48% 48
2026
Q1 		$751K Hold
3,515
– – 0.27% 72
2025
Q4 		$812K Hold
3,515
– – 0.29% 70
2025
Q3 		$471K Sell
3,515
-80
-2% -$8.47K 0.17% 85
2025
Q2 		$350K Buy
3,595
+195
+6% +$15.5K 0.14% 103
2025
Q1 		$247K Sell
3,400
-80
-2% -$6.3K 0.11% 122
2024
Q4 		$251K Hold
3,480
– – 0.11% 111
2024
Q3 		$284K Buy
3,480
+200
+6% +$17.4K 0.13% 107
2024
Q2 		$349K Hold
3,280
– – 0.17% 79
2024
Q1 		$319K Hold
3,280
– – 0.16% 90
2023
Q4 		$257K Hold
3,280
– – 0.14% 96
2023
Q3 		$206K Sell
3,280
-250
-7% -$16.4K 0.12% 103
2023
Q2 		$227K Buy
3,530
+250
+8% +$14.1K 0.12% 100
2023
Q1 		$174K Buy
3,280
+470
+17% +$23.1K 0.1% 118
2022
Q4 		$118K Sell
2,810
-560
-17% -$23.4K 0.07% 150
2022
Q3 		$123K Buy
3,370
+840
+33% +$37.4K 0.08% 138
2022
Q2 		$108K Hold
2,530
– – 0.07% 138
2022
Q1 		$136K Hold
2,530
– – 0.08% 125
2021
Q4 		$182K Hold
2,530
– – 0.11% 109
2021
Q3 		$144K Hold
2,530
– – 0.09% 110
2021
Q2 		$165K Hold
2,530
– – 0.12% 97
2021
Q1 		$151K Buy
2,530
+280
+12% +$15.3K 0.11% 101
2020
Q4 		$106K Buy
+2,250
New +$94.7K 0.1% 109

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sittner & Nelson's LRCX Position: Q2 2026 in Review

Sittner & Nelson held its Lam Research (LRCX) position steady in Q2 2026 at 3,515 shares worth $1.52M. The position accounts for 0.48% of the portfolio, ranked #48.

Sittner & Nelson first reported a position in LRCX in Q4 2020 and has held it in 23 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sittner & Nelson held 3,515 shares of Lam Research worth $1.52M as of Q2 2026.
  • Sittner & Nelson left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.48% of Sittner & Nelson's portfolio in Q2 2026, its #48 holding.
  • Sittner & Nelson first reported a position in Lam Research in Q4 2020 and has held it in 23 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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