Tradewinds Capital Management’s Lam Research LRCX Stock Holding History

Tradewinds Capital Management’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	$217K	Sell	500 -30	-6%	-$9.11K	0.04%	109
2026 Q1	$113K	Hold	530	–	–	0.02%	147
2025 Q4	$90.7K	Hold	530	–	–	0.02%	162
2025 Q3	$71K	Buy	530 +30	+6%	+$3.18K	0.02%	172
2025 Q2	$48.7K	Hold	500	–	–	0.01%	195
2025 Q1	$36.4K	Hold	500	–	–	0.01%	219
2024 Q4	$36.1K	Hold	500	–	–	0.01%	229
2024 Q3	$40.8K	Hold	500	–	–	0.01%	200
2024 Q2	$53.2K	Hold	500	–	–	0.02%	174
2024 Q1	$48.6K	Hold	500	–	–	0.01%	164
2023 Q4	$39.2K	Hold	500	–	–	0.02%	146
2023 Q3	$31.3K	Hold	500	–	–	0.01%	157
2023 Q2	$32.1K	Hold	500	–	–	0.01%	152
2023 Q1	$26.5K	Hold	500	–	–	0.01%	158
2022 Q4	$21K	Hold	500	–	–	0.01%	157
2022 Q3	$18K	Hold	500	–	–	0.01%	164
2022 Q2	$21K	Hold	500	–	–	0.01%	154
2022 Q1	$27K	Hold	500	–	–	﹤0.01%	332
2021 Q4	$36K	Hold	500	–	–	0.01%	297
2021 Q3	$28K	Hold	500	–	–	﹤0.01%	323
2021 Q2	$33K	Hold	500	–	–	0.01%	304
2021 Q1	$30K	Hold	500	–	–	0.01%	301
2020 Q4	$24K	Hold	500	–	–	0.01%	304
2020 Q3	$17K	Hold	500	–	–	﹤0.01%	325
2020 Q2	$16K	Hold	500	–	–	﹤0.01%	317
2020 Q1	$12K	Hold	500	–	–	﹤0.01%	325
2019 Q4	$15K	Buy	+500	New	+$13.3K	﹤0.01%	345

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

Tradewinds Capital Management's LRCX Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Lam Research (LRCX) stake by 5.7% in Q2 2026, selling an estimated $9.11K and leaving 500 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #109.

Tradewinds Capital Management first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Tradewinds Capital Management held 500 shares of Lam Research worth $217K as of Q2 2026.
Tradewinds Capital Management sold 30 Lam Research shares in Q2 2026, an estimated $9.11K.
Lam Research made up 0.04% of Tradewinds Capital Management's portfolio in Q2 2026, its #109 holding.
Tradewinds Capital Management first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.