Wakefield Asset Management’s Lam Research LRCX Stock Holding History

Wakefield Asset 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	$7.1M	Sell	16,389 -4,191	-20%	-$1.27M	1.6%	4
2026 Q1	$4.4M	Sell	20,580 -6,803	-25%	-$1.52M	1.17%	20
2025 Q4	$4.69M	Sell	27,383 -8,658	-24%	-$1.35M	1.27%	13
2025 Q3	$4.83M	Buy	+36,041	New	+$3.82M	1.32%	13
2022 Q1	–	Sell	-20,130	Closed	-$1.45M	–	183
2021 Q4	$1.45M	Sell	20,130 -500	-2%	-$31.3K	0.5%	64
2021 Q3	$1.17M	Buy	20,630 +1,200	+6%	+$73K	0.44%	67
2021 Q2	$1.26M	Buy	+19,430	New	+$1.23M	0.48%	65

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

Wakefield Asset Management's LRCX Position: Q2 2026 in Review

Wakefield Asset Management reduced its Lam Research (LRCX) stake by 20% in Q2 2026, selling an estimated $1.27M and leaving 16,389 shares worth $7.1M. The position accounts for 1.6% of the portfolio, ranked #4.

Wakefield Asset Management first reported a position in LRCX in Q2 2021 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wakefield Asset Management held 16,389 shares of Lam Research worth $7.1M as of Q2 2026.
Wakefield Asset Management sold 4,191 Lam Research shares in Q2 2026, an estimated $1.27M.
Lam Research made up 1.6% of Wakefield Asset Management's portfolio in Q2 2026, its #4 holding.
Wakefield Asset Management first reported a position in Lam Research in Q2 2021 and has held it in 7 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.