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Thompson Davis & Co’s Lam Research LRCX Stock Holding History

Thompson Davis & Co’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 		$312K Buy
+720
New +$219K 0.19% 103
2017
Q3 		– Sell
-380
Closed -$5K – 1153
2017
Q2 		$5K Buy
+380
New +$5.57K 0.01% 834
2016
Q2 		– Sell
-450
Closed -$4K – 1128
2016
Q1 		$4K Hold
450
– – 0.01% 842
2015
Q4 		$4K Hold
450
– – 0.01% 889
2015
Q3 		$3K Hold
450
– – ﹤0.01% 950
2015
Q2 		$4K Hold
450
– – ﹤0.01% 952
2015
Q1 		$3K Sell
450
-130
-22% -$1.03K ﹤0.01% 1018
2014
Q4 		$5K Buy
+580
New +$4.5K 0.01% 930

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

Thompson Davis & Co's LRCX Position: Q2 2026 in Review

Thompson Davis & Co opened a new position in Lam Research (LRCX) in Q2 2026: 720 shares worth $312K. The stake represents 0.19% of the portfolio and ranks #103 among its holdings. This is a return to the name: Thompson Davis & Co previously reported a position in LRCX as recently as Q2 2017.

Thompson Davis & Co first reported a position in LRCX in Q4 2014 and has held it in 8 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Thompson Davis & Co held 720 shares of Lam Research worth $312K as of Q2 2026.
  • Lam Research was a new Thompson Davis & Co position in Q2 2026.
  • Lam Research made up 0.19% of Thompson Davis & Co's portfolio in Q2 2026, its #103 holding.
  • Thompson Davis & Co first reported a position in Lam Research in Q4 2014 and has held it in 8 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.