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Wedge Capital Management’s Lam Research LRCX Stock Holding History

Wedge Capital 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 		$95.5M Sell
220,495
-41,813
-16% -$12.7M 1.58% 3
2026
Q1 		$56M Sell
262,308
-143,735
-35% -$32.1M 1.03% 18
2025
Q4 		$69.5M Sell
406,043
-216,393
-35% -$33.7M 1.25% 1
2025
Q3 		$83.3M Buy
622,436
+619,933
+24,768% +$65.6M 1.41% 1
2025
Q2 		$244K Buy
+2,503
New +$199K ﹤0.01% 497
2024
Q4 		– Sell
-734,080
Closed -$59.9M – 521
2024
Q3 		$59.9M Buy
734,080
+83,020
+13% +$7.22M 1.03% 16
2024
Q2 		$69.3M Sell
651,060
-235,810
-27% -$22.6M 1.23% 7
2024
Q1 		$86.2M Sell
886,870
-168,800
-16% -$14.8M 1.39% 7
2023
Q4 		$82.7M Buy
1,055,670
+21,830
+2% +$1.49M 1.48% 1
2023
Q3 		$64.8M Buy
+1,033,840
New +$67.9M 1.28% 16
2022
Q2 		– Sell
-931,180
Closed -$50.1M – 431
2022
Q1 		$50.1M Buy
931,180
+6,650
+0.7% +$387K 0.67% 31
2021
Q4 		$66.5M Sell
924,530
-238,630
-21% -$15M 0.82% 25
2021
Q3 		$66.2M Buy
1,163,160
+193,320
+20% +$11.8M 0.86% 21
2021
Q2 		$63.1M Sell
969,840
-211,840
-18% -$13.4M 0.77% 26
2021
Q1 		$70.3M Sell
1,181,680
-303,370
-20% -$16.5M 0.84% 11
2020
Q4 		$70.1M Buy
+1,485,050
New +$62.5M 0.81% 33
2020
Q2 		– Sell
-1,443,190
Closed -$34.6M – 539
2020
Q1 		$34.6M Sell
1,443,190
-118,780
-8% -$3.42M 0.6% 46
2019
Q4 		$45.7M Buy
+1,561,970
New +$41.5M 0.51% 54
2017
Q4 		– Sell
-3,073,400
Closed -$56.9M – 601
2017
Q3 		$56.9M Sell
3,073,400
-568,300
-16% -$9.22M 0.53% 42
2017
Q2 		$51.5M Sell
3,641,700
-1,253,340
-26% -$18.4M 0.49% 57
2017
Q1 		$62.8M Buy
4,895,040
+926,710
+23% +$10.9M 0.6% 42
2016
Q4 		$42M Sell
3,968,330
-915,400
-19% -$9.3M 0.41% 79
2016
Q3 		$46.3M Buy
+4,883,730
New +$44.4M 0.46% 67

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Wedge Capital Management's LRCX Position: Q2 2026 in Review

Wedge Capital Management reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $12.7M and leaving 220,495 shares worth $95.5M. The position accounts for 1.58% of the portfolio, ranked #3.

Wedge Capital Management first reported a position in LRCX in Q3 2016 and has held it in 23 quarters since. 601 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wedge Capital Management held 220,495 shares of Lam Research worth $95.5M as of Q2 2026.
  • Wedge Capital Management sold 41,813 Lam Research shares in Q2 2026, an estimated $12.7M.
  • Lam Research made up 1.58% of Wedge Capital Management's portfolio in Q2 2026, its #3 holding.
  • Wedge Capital Management first reported a position in Lam Research in Q3 2016 and has held it in 23 quarters since.
  • 601 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.