HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
LRCX holding history
Lam Research Corp in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings
- Shares (Q2 2026)
- 810,989
- Value
- $351.4M
- % of portfolio
- 4.7%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 810,989 | $351.4M | 4.7% | −32,270−3.8% | Reduced | Holders |
| Q1 2026 | 843,259 | $180.2M | 2.6% | −278,086−24.8% | Reduced | Holders |
| Q4 2025 | 1,121,345 | $192.0M | 2.7% | −171,361−13.3% | Reduced | Holders |
| Q3 2025 | 1,292,706 | $173.1M | 2.5% | −4230.0% | Reduced | Holders |
| Q2 2025 | 1,293,129 | $125.9M | 2.0% | +132,727+11.4% | Added | Holders |
| Q1 2025 | 1,160,402 | $84.4M | 1.5% | +14,125+1.2% | Added | Holders |
| Q4 2024 | 1,146,277 | $82.8M | 1.4% | +38,997+3.5% | AddedConverted for a 10-for-1 split | Holders |
| Q3 2024 | 110,728 | $90.4M | 1.5% | +7,339+7.1% | Added | Holders |
| Q2 2024 | 103,389 | $110.1M | 2.0% | −4,256−4.0% | Reduced | Holders |
| Q1 2024 | 107,645 | $104.6M | 1.9% | −14,986−12.2% | Reduced | Holders |
| Q4 2023 | 122,631 | $96.1M | 2.0% | −2,765−2.2% | Reduced | Holders |
| Q3 2023 | 125,396 | $78.6M | 1.8% | −7,117−5.4% | Reduced | Holders |
| Q2 2023 | 132,513 | $85.2M | 1.9% | −2,419−1.8% | Reduced | Holders |
| Q1 2023 | 134,932 | $71.5M | 1.7% | +2,166+1.6% | Added | Holders |
| Q4 2022 | 132,766 | $55.8M | 1.4% | +10,571+8.7% | Added | Holders |
| Q3 2022 | 122,195 | $44.7M | 1.2% | +4,420+3.8% | Added | Holders |
| Q2 2022 | 117,775 | $50.2M | 1.3% | +17,655+17.6% | Added | Holders |
| Q1 2022 | 100,120 | $53.8M | 1.2% | +3,638+3.8% | Added | Holders |
| Q4 2021 | 96,482 | $69.4M | 1.5% | −5,492−5.4% | Reduced | Holders |
| Q3 2021 | 101,974 | $58.0M | 1.4% | +5,088+5.3% | Added | Holders |
| Q2 2021 | 96,886 | $63.0M | 1.5% | +8,640+9.8% | Added | Holders |
| Q1 2021 | 88,246 | $52.5M | 1.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.