Verity & Verity’s Lam Research LRCX Stock Holding History

Verity & Verity’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	$596K	Buy	1,375 +210	+18%	+$63.7K	0.04%	91
2026 Q1	$249K	Buy	+1,165	New	+$260K	0.02%	130
2025 Q1	–	Sell	-3,900	Closed	-$282K	–	133
2024 Q4	$282K	Hold	3,900	–	–	0.03%	121
2024 Q3	$318K	Buy	3,900 +450	+13%	+$39.1K	0.03%	100
2024 Q2	$367K	Hold	3,450	–	–	0.04%	91
2024 Q1	$335K	Sell	3,450 -400	-10%	-$35.2K	0.04%	90
2023 Q4	$302K	Hold	3,850	–	–	0.03%	92
2023 Q3	$241K	Hold	3,850	–	–	0.03%	91
2023 Q2	$248K	Sell	3,850 -5,000	-56%	-$282K	0.03%	92
2023 Q1	$469K	Sell	8,850 -5,500	-38%	-$270K	0.06%	88
2022 Q4	$603K	Buy	14,350 +8,500	+145%	+$356K	0.08%	93
2022 Q3	$214K	Sell	5,850 -350	-6%	-$15.6K	0.03%	96
2022 Q2	$264K	Buy	6,200 +350	+6%	+$16.7K	0.04%	87
2022 Q1	$315K	Sell	5,850 -450	-7%	-$26.2K	0.04%	89
2021 Q4	$453K	Hold	6,300	–	–	0.06%	80
2021 Q3	$366K	Hold	6,300	–	–	0.05%	84
2021 Q2	$410K	Hold	6,300	–	–	0.06%	80
2021 Q1	$386K	Hold	6,300	–	–	0.06%	81
2020 Q4	$325K	Buy	+6,300	New	+$265K	0.06%	85

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

Verity & Verity's LRCX Position: Q2 2026 in Review

Verity & Verity increased its Lam Research (LRCX) stake by 18% in Q2 2026, buying an estimated $63.7K and bringing the position to 1,375 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #91.

Verity & Verity first reported a position in LRCX in Q4 2020 and has held it in 19 quarters since. The position peaked at $603K in Q4 2022. 3,132 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Verity & Verity held 1,375 shares of Lam Research worth $596K as of Q2 2026.
Verity & Verity bought 210 Lam Research shares in Q2 2026, an estimated $63.7K.
Lam Research made up 0.04% of Verity & Verity's portfolio in Q2 2026, its #91 holding.
Verity & Verity first reported a position in Lam Research in Q4 2020 and has held it in 19 quarters since.
Verity & Verity's Lam Research position peaked at $603K in Q4 2022.
3,132 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.