Wellington Shields Capital Management’s Lam Research LRCX Stock Holding History

Wellington Shields 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	$589K	Hold	1,360	–	–	0.07%	155
2026 Q1	$291K	Hold	1,360	–	–	0.04%	201
2025 Q4	$233K	Buy	+1,360	New	+$212K	0.03%	226
2022 Q4	–	Sell	-55,050	Closed	-$2.02M	–	317
2022 Q3	$2.02M	Buy	+55,050	New	+$2.45M	0.48%	54
2018 Q4	–	Sell	-27,000	Closed	-$410K	–	295
2018 Q3	$410K	Hold	27,000	–	–	0.07%	218
2018 Q2	$467K	Buy	+27,000	New	+$520K	0.08%	204

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

Wellington Shields Capital Management's LRCX Position: Q2 2026 in Review

Wellington Shields Capital Management held its Lam Research (LRCX) position steady in Q2 2026 at 1,360 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #155.

Wellington Shields Capital Management first reported a position in LRCX in Q2 2018 and has held it in 6 quarters since. The position peaked at $2.02M in Q3 2022. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wellington Shields Capital Management held 1,360 shares of Lam Research worth $589K as of Q2 2026.
Wellington Shields Capital Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.07% of Wellington Shields Capital Management's portfolio in Q2 2026, its #155 holding.
Wellington Shields Capital Management first reported a position in Lam Research in Q2 2018 and has held it in 6 quarters since.
Wellington Shields Capital Management's Lam Research position peaked at $2.02M in Q3 2022.
3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.