ZWJ Investment Counsel’s Lam Research LRCX Stock Holding History

ZWJ Investment Counsel’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 Q3	$223K	Sell	679 -1,085	-62%	-$339K	0.01%	268
2026 Q2	$764K	Buy	1,764 +16	+0.9%	+$4.86K	0.02%	145
2026 Q1	$373K	Sell	1,748 -235	-12%	-$52.5K	0.01%	165
2025 Q4	$339K	Sell	1,983 -135	-6%	-$21K	0.01%	160
2025 Q3	$284K	Buy	+2,118	New	+$224K	0.01%	177
2021 Q1	–	Sell	-11,810	Closed	-$558K	–	169
2020 Q4	$558K	Buy	+11,810	New	+$497K	0.04%	111

Other funds holding LRCX

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

ZWJ Investment Counsel's LRCX Position: Q3 2026 in Review

ZWJ Investment Counsel reduced its Lam Research (LRCX) stake by 62% in Q3 2026, selling an estimated $339K and leaving 679 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #268.

ZWJ Investment Counsel first reported a position in LRCX in Q4 2020 and has held it in 6 quarters since. The position peaked at $764K in Q2 2026. 390 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

ZWJ Investment Counsel held 679 shares of Lam Research worth $223K as of Q3 2026.
ZWJ Investment Counsel sold 1,085 Lam Research shares in Q3 2026, an estimated $339K.
Lam Research made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #268 holding.
ZWJ Investment Counsel first reported a position in Lam Research in Q4 2020 and has held it in 6 quarters since.
ZWJ Investment Counsel's Lam Research position peaked at $764K in Q2 2026.
390 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.