Smithfield Trust’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
Q1 | $3.21M | Sell |
14,990
-900
| -6% | -$201K | 0.14% | 88 |
|
|
2025
Q4 | $2.72M | Sell |
15,890
-286
| -2% | -$44.5K | 0.12% | 91 |
|
|
2025
Q3 | $2.17M | Buy |
16,176
+50
| +0.3% | +$5.29K | 0.1% | 98 |
|
|
2025
Q2 | $1.57M | Buy |
16,126
+462
| +3% | +$36.6K | 0.07% | 122 |
|
|
2025
Q1 | $1.14M | Buy |
15,664
+1,304
| +9% | +$103K | 0.06% | 140 |
|
|
2024
Q4 | $1.04M | Hold |
14,360
| – | – | 0.05% | 149 |
|
|
2024
Q3 | $1.17M | Buy |
14,360
+30
| +0.2% | +$2.61K | 0.06% | 142 |
|
|
2024
Q2 | $1.52M | Sell |
14,330
-770
| -5% | -$73.8K | 0.08% | 115 |
|
|
2024
Q1 | $1.47M | Buy |
15,100
+190
| +1% | +$16.7K | 0.08% | 124 |
|
|
2023
Q4 | $1.17M | Sell |
14,910
-480
| -3% | -$32.7K | 0.07% | 134 |
|
|
2023
Q3 | $970K | Buy |
15,390
+210
| +1% | +$13.8K | 0.06% | 135 |
|
|
2023
Q2 | $977K | Sell |
15,180
-90
| -0.6% | -$5.07K | 0.06% | 142 |
|
|
2023
Q1 | $812K | Sell |
15,270
-3,180
| -17% | -$156K | 0.05% | 144 |
|
|
2022
Q4 | $776K | Sell |
18,450
-70
| -0.4% | -$2.93K | 0.05% | 144 |
|
|
2022
Q3 | $677K | Buy |
18,520
+1,800
| +11% | +$80.1K | 0.05% | 148 |
|
|
2022
Q2 | $716K | Buy |
16,720
+120
| +0.7% | +$5.71K | 0.05% | 143 |
|
|
2022
Q1 | $894K | Buy |
16,600
+90
| +0.5% | +$5.24K | 0.06% | 138 |
|
|
2021
Q4 | $1.19M | Buy |
16,510
+30
| +0.2% | +$1.88K | 0.07% | 118 |
|
|
2021
Q3 | $937K | Hold |
16,480
| – | – | 0.06% | 133 |
|
|
2021
Q2 | $1.07M | Hold |
16,480
| – | – | 0.07% | 125 |
|
|
2021
Q1 | $980K | Sell |
16,480
-1,640
| -9% | -$89.4K | 0.07% | 131 |
|
|
2020
Q4 | $856K | Buy |
18,120
+30
| +0.2% | +$1.26K | 0.06% | 137 |
|
|
2020
Q3 | $600K | Sell |
18,090
-3,180
| -15% | -$110K | 0.05% | 151 |
|
|
2020
Q2 | $688K | Buy |
21,270
+1,310
| +7% | +$35.7K | 0.06% | 138 |
|
|
2020
Q1 | $479K | Sell |
19,960
-2,060
| -9% | -$59.3K | 0.05% | 144 |
|
|
2019
Q4 | $644K | Buy |
22,020
+3,180
| +17% | +$84.4K | 0.06% | 144 |
|
|
2019
Q3 | $435K | Buy |
18,840
+170
| +0.9% | +$3.57K | 0.04% | 177 |
|
|
2019
Q2 | $351K | Sell |
18,670
-60
| -0.3% | -$1.14K | 0.04% | 189 |
|
|
2019
Q1 | $335K | Sell |
18,730
-1,980
| -10% | -$33K | 0.04% | 188 |
|
|
2018
Q4 | $282K | Sell |
20,710
-2,620
| -11% | -$37.6K | 0.03% | 189 |
|
|
2018
Q3 | $354K | Buy |
23,330
+870
| +4% | +$14.9K | 0.04% | 194 |
|
|
2018
Q2 | $388K | Hold |
22,460
| – | – | 0.04% | 179 |
|
|
2018
Q1 | $456K | Sell |
22,460
-200
| -0.9% | -$3.96K | 0.06% | 168 |
|
|
2017
Q4 | $417K | Sell |
22,660
-1,180
| -5% | -$23.2K | 0.05% | 181 |
|
|
2017
Q3 | $441K | Buy |
23,840
+20
| +0.1% | +$325 | 0.06% | 174 |
|
|
2017
Q2 | $337K | Buy |
23,820
+220
| +0.9% | +$3.23K | 0.05% | 202 |
|
|
2017
Q1 | $303K | Sell |
23,600
-6,840
| -22% | -$80.4K | 0.05% | 206 |
|
|
2016
Q4 | $322K | Sell |
30,440
-3,550
| -10% | -$36.1K | 0.05% | 203 |
|
|
2016
Q3 | $322K | Sell |
33,990
-470
| -1% | -$4.28K | 0.06% | 181 |
|
|
2016
Q2 | $290K | Sell |
34,460
-2,770
| -7% | -$22.3K | 0.05% | 203 |
|
|
2016
Q1 | $308K | Sell |
37,230
-100
| -0.3% | -$727 | 0.06% | 190 |
|
|
2015
Q4 | $296K | Buy |
37,330
+28,040
| +302% | +$211K | 0.06% | 196 |
|
|
2015
Q3 | $61K | Hold |
9,290
| – | – | 0.01% | 458 |
|
|
2015
Q2 | $76K | Buy |
+9,290
| New | +$73K | 0.02% | 445 |
|
Other funds holding LRCX
VCM
VPM
Smithfield Trust's LRCX Position: Q1 2026 in Review
Smithfield Trust reduced its Lam Research (LRCX) stake by 5.7% in Q1 2026, selling an estimated $201K and leaving 14,990 shares worth $3.21M. The position accounts for 0.14% of the portfolio, ranked #88.
Smithfield Trust first reported a position in LRCX in Q2 2015 and has held it in 44 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Smithfield Trust held 14,990 shares of Lam Research worth $3.21M as of Q1 2026.
- Smithfield Trust sold 900 Lam Research shares in Q1 2026, an estimated $201K.
- Lam Research made up 0.14% of Smithfield Trust's portfolio in Q1 2026, its #88 holding.
- Smithfield Trust first reported a position in Lam Research in Q2 2015 and has held it in 44 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.