Violich Capital 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 | $40M | Sell |
92,250
-8,000
| -8% | -$2.43M | 4.35% | 7 |
|
|
2026
Q1 | $21.4M | Hold |
100,250
| – | – | 2.5% | 12 |
|
|
2025
Q4 | $17.2M | Hold |
100,250
| – | – | 1.92% | 13 |
|
|
2025
Q3 | $13.4M | Hold |
100,250
| – | – | 1.6% | 13 |
|
|
2025
Q2 | $9.76M | Hold |
100,250
| – | – | 1.37% | 18 |
|
|
2025
Q1 | $7.29M | Buy |
100,250
+250
| +0.3% | +$19.7K | 0.98% | 27 |
|
|
2024
Q4 | $7.22M | Hold |
100,000
| – | – | 0.94% | 26 |
|
|
2024
Q3 | $8.16M | Hold |
100,000
| – | – | 1.06% | 26 |
|
|
2024
Q2 | $10.6M | Hold |
100,000
| – | – | 1.44% | 18 |
|
|
2024
Q1 | $9.72M | Hold |
100,000
| – | – | 1.39% | 21 |
|
|
2023
Q4 | $7.83M | Hold |
100,000
| – | – | 1.27% | 21 |
|
|
2023
Q3 | $6.27M | Hold |
100,000
| – | – | 1.07% | 26 |
|
|
2023
Q2 | $6.43M | Sell |
100,000
-6,250
| -6% | -$352K | 1.04% | 26 |
|
|
2023
Q1 | $5.63M | Hold |
106,250
| – | – | 0.96% | 26 |
|
|
2022
Q4 | $4.47M | Hold |
106,250
| – | – | 0.79% | 29 |
|
|
2022
Q3 | $3.89M | Hold |
106,250
| – | – | 0.73% | 30 |
|
|
2022
Q2 | $4.53M | Buy |
106,250
+50
| +0% | +$2.38K | 0.79% | 30 |
|
|
2022
Q1 | $5.71M | Buy |
106,200
+200
| +0.2% | +$11.6K | 0.84% | 31 |
|
|
2021
Q4 | $7.62M | Buy |
106,000
+200
| +0.2% | +$12.5K | 1.1% | 24 |
|
|
2021
Q3 | $6.02M | Buy |
105,800
+350
| +0.3% | +$21.3K | 0.97% | 28 |
|
|
2021
Q2 | $6.86M | Buy |
105,450
+150
| +0.1% | +$9.47K | 1.15% | 23 |
|
|
2021
Q1 | $6.27M | Sell |
105,300
-1,000
| -0.9% | -$54.5K | 1.13% | 25 |
|
|
2020
Q4 | $5.02M | Sell |
106,300
-350
| -0.3% | -$14.7K | 0.97% | 27 |
|
|
2020
Q3 | $3.54M | Sell |
106,650
-3,500
| -3% | -$121K | 0.75% | 31 |
|
|
2020
Q2 | $3.56M | Hold |
110,150
| – | – | 0.78% | 32 |
|
|
2020
Q1 | $2.64M | Sell |
110,150
-250
| -0.2% | -$7.2K | 0.71% | 33 |
|
|
2019
Q4 | $3.23M | Sell |
110,400
-150
| -0.1% | -$3.98K | 0.7% | 35 |
|
|
2019
Q3 | $2.56M | Hold |
110,550
| – | – | 0.61% | 36 |
|
|
2019
Q2 | $2.08M | Hold |
110,550
| – | – | 0.51% | 38 |
|
|
2019
Q1 | $1.98M | Buy |
110,550
+5,050
| +5% | +$84.3K | 0.5% | 41 |
|
|
2018
Q4 | $1.44M | Sell |
105,500
-30,000
| -22% | -$430K | 0.41% | 43 |
|
|
2018
Q3 | $2.06M | Buy |
135,500
+66,250
| +96% | +$1.13M | 0.47% | 43 |
|
|
2018
Q2 | $1.2M | Buy |
69,250
+57,250
| +477% | +$1.1M | 0.3% | 54 |
|
|
2018
Q1 | $244K | Buy |
+12,000
| New | +$238K | 0.07% | 98 |
|
Other funds holding LRCX
Violich Capital Management's LRCX Position: Q2 2026 in Review
Violich Capital Management reduced its Lam Research (LRCX) stake by 8% in Q2 2026, selling an estimated $2.43M and leaving 92,250 shares worth $40M. The position accounts for 4.35% of the portfolio, ranked #7.
Violich Capital Management first reported a position in LRCX in Q1 2018 and has held it in 34 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Violich Capital Management held 92,250 shares of Lam Research worth $40M as of Q2 2026.
- Violich Capital Management sold 8,000 Lam Research shares in Q2 2026, an estimated $2.43M.
- Lam Research made up 4.35% of Violich Capital Management's portfolio in Q2 2026, its #7 holding.
- Violich Capital Management first reported a position in Lam Research in Q1 2018 and has held it in 34 quarters since.
- 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.