Whitney & 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 | $35M | Sell |
80,801
-461
| -0.6% | -$140K | 2.56% | 8 |
|
|
2026
Q1 | $17.4M | Sell |
81,262
-6,500
| -7% | -$1.45M | 1.45% | 18 |
|
|
2025
Q4 | $15M | Buy |
87,762
+127
| +0.1% | +$19.8K | 1.2% | 24 |
|
|
2025
Q3 | $11.7M | Sell |
87,635
-1,108
| -1% | -$117K | 1.06% | 33 |
|
|
2025
Q2 | $8.64M | Buy |
88,743
+607
| +0.7% | +$48.1K | 0.85% | 42 |
|
|
2025
Q1 | $6.41M | Buy |
88,136
+2,104
| +2% | +$166K | 0.68% | 50 |
|
|
2024
Q4 | $6.21M | Buy |
86,032
+1,102
| +1% | +$83.6K | 0.65% | 49 |
|
|
2024
Q3 | $6.93M | Buy |
84,930
+13,010
| +18% | +$1.13M | 0.74% | 48 |
|
|
2024
Q2 | $7.66M | Sell |
71,920
-1,140
| -2% | -$109K | 0.88% | 36 |
|
|
2024
Q1 | $7.1M | Buy |
73,060
+540
| +0.7% | +$47.5K | 0.85% | 38 |
|
|
2023
Q4 | $5.68M | Buy |
72,520
+250
| +0.3% | +$17K | 0.74% | 40 |
|
|
2023
Q3 | $4.53M | Buy |
72,270
+990
| +1% | +$65K | 0.68% | 42 |
|
|
2023
Q2 | $4.58M | Buy |
71,280
+1,550
| +2% | +$87.4K | 0.66% | 46 |
|
|
2023
Q1 | $3.7M | Buy |
69,730
+1,620
| +2% | +$79.5K | 0.59% | 47 |
|
|
2022
Q4 | $2.86M | Buy |
68,110
+2,040
| +3% | +$85.3K | 0.53% | 48 |
|
|
2022
Q3 | $2.42M | Buy |
66,070
+1,510
| +2% | +$67.2K | 0.47% | 48 |
|
|
2022
Q2 | $2.75M | Buy |
64,560
+1,850
| +3% | +$88.1K | 0.5% | 50 |
|
|
2022
Q1 | $3.37M | Buy |
62,710
+2,540
| +4% | +$148K | 0.52% | 52 |
|
|
2021
Q4 | $4.33M | Buy |
60,170
+1,450
| +2% | +$90.9K | 0.64% | 52 |
|
|
2021
Q3 | $3.34M | Buy |
58,720
+1,140
| +2% | +$69.3K | 0.53% | 53 |
|
|
2021
Q2 | $3.75M | Buy |
57,580
+1,930
| +3% | +$122K | 0.6% | 50 |
|
|
2021
Q1 | $3.31M | Buy |
55,650
+1,290
| +2% | +$70.3K | 0.58% | 52 |
|
|
2020
Q4 | $3M | Buy |
54,360
+1,370
| +3% | +$57.6K | 0.48% | 58 |
|
|
2020
Q3 | $1.76M | Buy |
52,990
+46,390
| +703% | +$1.6M | 0.33% | 56 |
|
|
2020
Q2 | $213K | Buy |
+6,600
| New | +$180K | 0.04% | 102 |
|
|
2018
Q4 | – | Sell |
-5,670
| Closed | -$86K | – | 295 |
|
|
2018
Q3 | $86K | Buy |
5,670
+800
| +16% | +$13.7K | 0.02% | 144 |
|
|
2018
Q2 | $84K | Hold |
4,870
| – | – | 0.02% | 134 |
|
|
2018
Q1 | $99K | Buy |
+4,870
| New | +$96.5K | 0.03% | 134 |
|
Other funds holding LRCX
Whitney & Co's LRCX Position: Q2 2026 in Review
Whitney & Co reduced its Lam Research (LRCX) stake by 0.57% in Q2 2026, selling an estimated $140K and leaving 80,801 shares worth $35M. The position accounts for 2.56% of the portfolio, ranked #8.
Whitney & Co first reported a position in LRCX in Q1 2018 and has held it in 28 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Whitney & Co held 80,801 shares of Lam Research worth $35M as of Q2 2026.
- Whitney & Co sold 461 Lam Research shares in Q2 2026, an estimated $140K.
- Lam Research made up 2.56% of Whitney & Co's portfolio in Q2 2026, its #8 holding.
- Whitney & Co first reported a position in Lam Research in Q1 2018 and has held it in 28 quarters since.
- 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.