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WD Rutherford’s Lam Research LRCX Stock Holding History

WD Rutherford’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 		$5.89M Buy
13,590
+1,309
+11% +$397K 2.13% 14
2026
Q1 		$2.62M Buy
12,281
+2,218
+22% +$496K 1.17% 37
2025
Q4 		$1.72M Buy
10,063
+1,747
+21% +$272K 0.72% 45
2025
Q3 		$1.11M Buy
8,316
+943
+13% +$99.8K 0.47% 55
2025
Q2 		$718K Hold
7,373
– – 0.33% 59
2025
Q1 		$505K Sell
7,373
-2,351
-24% -$185K 0.27% 61
2024
Q4 		$702K Sell
9,724
-746
-7% -$56.6K 0.33% 57
2024
Q3 		$854K Buy
10,470
+2,290
+28% +$199K 0.42% 57
2024
Q2 		$871K Sell
8,180
-1,290
-14% -$124K 0.44% 57
2024
Q1 		$920K Sell
9,470
-850
-8% -$74.8K 0.48% 53
2023
Q4 		$860K Sell
10,320
-680
-6% -$46.3K 0.5% 50
2023
Q3 		$689K Sell
11,000
-950
-8% -$62.4K 0.47% 51
2023
Q2 		$768K Hold
11,950
– – 0.49% 49
2023
Q1 		$633K Buy
11,950
+1,000
+9% +$49.1K 0.45% 51
2022
Q4 		$460K Sell
10,950
-350
-3% -$14.6K 0.36% 54
2022
Q3 		$414K Sell
11,300
-890
-7% -$39.6K 0.33% 54
2022
Q2 		$519K Sell
12,190
-6,550
-35% -$312K 0.4% 51
2022
Q1 		$1.01M Buy
18,740
+600
+3% +$34.9K 0.58% 47
2021
Q4 		$1.3M Buy
18,140
+4,930
+37% +$309K 0.66% 45
2021
Q3 		$752K Buy
13,210
+800
+6% +$48.7K 0.41% 53
2021
Q2 		$808K Hold
12,410
– – 0.45% 49
2021
Q1 		$739K Buy
12,410
+600
+5% +$32.7K 0.46% 50
2020
Q4 		$558K Buy
+11,810
New +$497K 0.35% 51

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WD Rutherford's LRCX Position: Q2 2026 in Review

WD Rutherford increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $397K and bringing the position to 13,590 shares worth $5.89M. The position accounts for 2.13% of the portfolio, ranked #14.

WD Rutherford first reported a position in LRCX in Q4 2020 and has held it in 23 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • WD Rutherford held 13,590 shares of Lam Research worth $5.89M as of Q2 2026.
  • WD Rutherford bought 1,309 Lam Research shares in Q2 2026, an estimated $397K.
  • Lam Research made up 2.13% of WD Rutherford's portfolio in Q2 2026, its #14 holding.
  • WD Rutherford first reported a position in Lam Research in Q4 2020 and has held it in 23 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.