Wellington Shields & Co’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
$4.33K Sell
10
-110
-92% -$33.4K ﹤0.01% 327
2026
Q1
$25.6K Hold
120
0.01% 309
2025
Q4
$20.5K Buy
+120
New +$18.7K 0.01% 312

Other funds holding LRCX

Wellington Shields & Co's LRCX Position: Q2 2026 in Review

Wellington Shields & Co reduced its Lam Research (LRCX) stake by 92% in Q2 2026, selling an estimated $33.4K and leaving 10 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Wellington Shields & Co first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.6K in Q1 2026. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wellington Shields & Co held 10 shares of Lam Research worth $4.33K as of Q2 2026.
  • Wellington Shields & Co sold 110 Lam Research shares in Q2 2026, an estimated $33.4K.
  • Lam Research made up ﹤0.01% of Wellington Shields & Co's portfolio in Q2 2026, its #327 holding.
  • Wellington Shields & Co first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • Wellington Shields & Co's Lam Research position peaked at $25.6K in Q1 2026.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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