Sloy Dahl & Holst’s Lam Research LRCX Stock Holding History

Sloy Dahl & Holst’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	$6.9M	Sell	15,930 -500	-3%	-$152K	0.85%	13
2026 Q1	$3.51M	Sell	16,430 -500	-3%	-$112K	0.48%	20
2025 Q4	$2.9M	Hold	16,930	–	–	0.35%	22
2025 Q3	$2.27M	Hold	16,930	–	–	0.24%	24
2025 Q2	$1.65M	Sell	16,930 -500	-3%	-$39.7K	0.23%	25
2025 Q1	$1.27M	Hold	17,430	–	–	0.22%	31
2024 Q4	$1.26M	Hold	17,430	–	–	0.16%	32
2024 Q3	$1.42M	Hold	17,430	–	–	0.24%	24
2024 Q2	$1.86M	Hold	17,430	–	–	0.39%	18
2024 Q1	$1.69M	Hold	17,430	–	–	0.4%	18
2023 Q4	$1.37M	Hold	17,430	–	–	0.28%	21
2023 Q3	$1.09M	Hold	17,430	–	–	0.24%	22
2023 Q2	$1.12M	Hold	17,430	–	–	0.2%	24
2023 Q1	$924K	Hold	17,430	–	–	0.21%	25
2022 Q4	$733K	Hold	17,430	–	–	0.26%	27
2022 Q3	$638K	Hold	17,430	–	–	0.13%	35
2022 Q2	$743K	Hold	17,430	–	–	0.18%	34
2022 Q1	$937K	Buy	17,430 +9,990	+134%	+$582K	0.16%	30
2021 Q4	$423K	Hold	7,440	–	–	0.09%	50
2021 Q3	$423K	Hold	7,440	–	–	0.09%	50
2021 Q2	$484K	Hold	7,440	–	–	0.07%	42
2021 Q1	$443K	Buy	+7,440	New	+$405K	0.06%	40

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

Sloy Dahl & Holst's LRCX Position: Q2 2026 in Review

Sloy Dahl & Holst reduced its Lam Research (LRCX) stake by 3% in Q2 2026, selling an estimated $152K and leaving 15,930 shares worth $6.9M. The position accounts for 0.85% of the portfolio, ranked #13.

Sloy Dahl & Holst first reported a position in LRCX in Q1 2021 and has held it in 22 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Sloy Dahl & Holst held 15,930 shares of Lam Research worth $6.9M as of Q2 2026.
Sloy Dahl & Holst sold 500 Lam Research shares in Q2 2026, an estimated $152K.
Lam Research made up 0.85% of Sloy Dahl & Holst's portfolio in Q2 2026, its #13 holding.
Sloy Dahl & Holst first reported a position in Lam Research in Q1 2021 and has held it in 22 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.