Stillwater Capital Advisors’s Lam Research LRCX Stock Holding History

Stillwater Capital Advisors’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	$1.02M	Hold	2,345	–	–	0.1%	50
2026 Q1	$501K	Hold	2,345	–	–	0.06%	58
2025 Q4	$401K	Sell	2,345 -1,155	-33%	-$180K	0.04%	58
2025 Q3	$469K	Hold	3,500	–	–	0.05%	56
2025 Q2	$341K	Sell	3,500 -108	-3%	-$8.57K	0.04%	58
2025 Q1	$262K	Hold	3,608	–	–	0.04%	62
2024 Q4	$261K	Sell	3,608 -2	-0.1%	-$152	0.03%	64
2024 Q3	$294K	Buy	+3,610	New	+$314K	0.04%	61
2024 Q2	–	Sell	-3,610	Closed	-$350K	–	61
2024 Q1	$350K	Hold	3,610	–	–	0.05%	61
2023 Q4	$283K	Hold	3,610	–	–	0.05%	62
2023 Q3	$226K	Hold	3,610	–	–	0.04%	63
2023 Q2	$232K	Sell	3,610 -1,850	-34%	-$104K	0.04%	66
2023 Q1	$289K	Hold	5,460	–	–	0.06%	62
2022 Q4	$229K	Hold	5,460	–	–	0.05%	65
2022 Q3	$200K	Sell	5,460 -10,690	-66%	-$476K	0.05%	67
2022 Q2	$688K	Buy	16,150 +9,200	+132%	+$438K	0.13%	56
2022 Q1	$374K	Sell	6,950 -7,000	-50%	-$407K	0.06%	65
2021 Q4	$1M	Hold	13,950	–	–	0.15%	51
2021 Q3	$794K	Sell	13,950 -90	-0.6%	-$5.47K	0.13%	54
2021 Q2	$914K	Sell	14,040 -5,000	-26%	-$316K	0.15%	53
2021 Q1	$1.13M	Buy	19,040 +90	+0.5%	+$4.9K	0.21%	48
2020 Q4	$895K	Hold	18,950	–	–	0.17%	53
2020 Q3	$629K	Buy	18,950 +11,000	+138%	+$379K	0.14%	54
2020 Q2	$257K	Buy	+7,950	New	+$217K	0.06%	60

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

Stillwater Capital Advisors's LRCX Position: Q2 2026 in Review

Stillwater Capital Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 2,345 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #50.

Stillwater Capital Advisors first reported a position in LRCX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2021. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Stillwater Capital Advisors held 2,345 shares of Lam Research worth $1.02M as of Q2 2026.
Stillwater Capital Advisors left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.1% of Stillwater Capital Advisors's portfolio in Q2 2026, its #50 holding.
Stillwater Capital Advisors first reported a position in Lam Research in Q2 2020 and has held it in 24 quarters since.
Stillwater Capital Advisors's Lam Research position peaked at $1.13M in Q1 2021.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.