Van Hulzen Asset Management’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
Q2 | $31.6M | Sell |
72,928
-1,697
| -2% | -$515K | 2.25% | 8 |
|
|
2026
Q1 | $15.9M | Sell |
74,625
-2,933
| -4% | -$656K | 1.18% | 26 |
|
|
2025
Q4 | $13.3M | Sell |
77,558
-81,876
| -51% | -$12.7M | 0.97% | 32 |
|
|
2025
Q3 | $21.3M | Buy |
159,434
+491
| +0.3% | +$52K | 1.59% | 16 |
|
|
2025
Q2 | $15.5M | Buy |
158,943
+102,553
| +182% | +$8.13M | 1.29% | 21 |
|
|
2025
Q1 | $4.1M | Sell |
56,390
-800
| -1% | -$63K | 0.37% | 62 |
|
|
2024
Q4 | $4.13M | Sell |
57,190
-410
| -0.7% | -$31.1K | 0.3% | 71 |
|
|
2024
Q3 | $4.7M | Buy |
57,600
+1,530
| +3% | +$133K | 0.34% | 67 |
|
|
2024
Q2 | $5.97M | Buy |
56,070
+300
| +0.5% | +$28.8K | 0.4% | 59 |
|
|
2024
Q1 | $5.42M | Sell |
55,770
-780
| -1% | -$68.6K | 0.36% | 63 |
|
|
2023
Q4 | $4.43M | Buy |
56,550
+760
| +1% | +$51.8K | 0.31% | 64 |
|
|
2023
Q3 | $3.5M | Buy |
55,790
+90
| +0.2% | +$5.91K | 0.27% | 73 |
|
|
2023
Q2 | $3.58M | Hold |
55,700
| – | – | 0.31% | 67 |
|
|
2023
Q1 | $2.95M | Sell |
55,700
-40
| -0.1% | -$1.96K | 0.28% | 72 |
|
|
2022
Q4 | $2.34M | Sell |
55,740
-1,800
| -3% | -$75.3K | 0.27% | 82 |
|
|
2022
Q3 | $2.11M | Sell |
57,540
-300
| -0.5% | -$13.4K | 0.26% | 82 |
|
|
2022
Q2 | $2.46M | Buy |
57,840
+130
| +0.2% | +$6.19K | 0.29% | 74 |
|
|
2022
Q1 | $3.1M | Sell |
57,710
-20,450
| -26% | -$1.19M | 0.33% | 70 |
|
|
2021
Q4 | $5.63M | Buy |
78,160
+21,110
| +37% | +$1.32M | 0.62% | 51 |
|
|
2021
Q3 | $3.25M | Buy |
57,050
+200
| +0.4% | +$12.2K | 0.48% | 56 |
|
|
2021
Q2 | $3.7M | Sell |
56,850
-1,250
| -2% | -$78.9K | 0.55% | 51 |
|
|
2021
Q1 | $3.46M | Sell |
58,100
-6,430
| -10% | -$350K | 0.55% | 53 |
|
|
2020
Q4 | $3.05M | Buy |
64,530
+150
| +0.2% | +$6.31K | 0.46% | 58 |
|
|
2020
Q3 | $2.14M | Sell |
64,380
-8,450
| -12% | -$291K | 0.32% | 65 |
|
|
2020
Q2 | $2.36M | Buy |
72,830
+2,500
| +4% | +$68.2K | 0.35% | 55 |
|
|
2020
Q1 | $1.69M | Sell |
70,330
-600
| -0.8% | -$17.3K | 0.36% | 61 |
|
|
2019
Q4 | $2.07M | Sell |
70,930
-2,000
| -3% | -$53.1K | 0.4% | 61 |
|
|
2019
Q3 | $1.69M | Sell |
72,930
-1,500
| -2% | -$31.5K | 0.36% | 58 |
|
|
2019
Q2 | $1.4M | Buy |
74,430
+46,930
| +171% | +$890K | 0.31% | 66 |
|
|
2019
Q1 | $492K | Buy |
+27,500
| New | +$459K | 0.13% | 114 |
|
Other funds holding LRCX
Van Hulzen Asset Management's LRCX Position: Q2 2026 in Review
Van Hulzen Asset Management reduced its Lam Research (LRCX) stake by 2.3% in Q2 2026, selling an estimated $515K and leaving 72,928 shares worth $31.6M. The position accounts for 2.25% of the portfolio, ranked #8.
Van Hulzen Asset Management first reported a position in LRCX in Q1 2019 and has held it in 30 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Van Hulzen Asset Management held 72,928 shares of Lam Research worth $31.6M as of Q2 2026.
- Van Hulzen Asset Management sold 1,697 Lam Research shares in Q2 2026, an estimated $515K.
- Lam Research made up 2.25% of Van Hulzen Asset Management's portfolio in Q2 2026, its #8 holding.
- Van Hulzen Asset Management first reported a position in Lam Research in Q1 2019 and has held it in 30 quarters since.
- 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.