1620 Investment Advisors’s Lam Research LRCX Stock Holding History

1620 Investment Advisors’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	$213K	Sell	491 -701	-59%	-$213K	0.13%	170
2026 Q1	$255K	Sell	1,192 -250	-17%	-$55.9K	0.17%	130
2025 Q4	$247K	Sell	1,442 -10	-0.7%	-$1.55K	0.16%	135
2025 Q3	$194K	Sell	1,452 -25	-2%	-$2.65K	0.13%	155
2025 Q2	$144K	Buy	1,477 +1,466	+13,327%	+$116K	0.1%	185
2025 Q1	$807	Hold	11	–	–	﹤0.01%	640
2024 Q4	$802	Buy	11 +1	+10%	+$76	﹤0.01%	650
2024 Q3	$906	Buy	+10	New	+$869	﹤0.01%	637

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

1620 Investment Advisors's LRCX Position: Q2 2026 in Review

1620 Investment Advisors reduced its Lam Research (LRCX) stake by 59% in Q2 2026, selling an estimated $213K and leaving 491 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #170.

1620 Investment Advisors first reported a position in LRCX in Q3 2024 and has held it in 8 quarters since. The position peaked at $255K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

1620 Investment Advisors held 491 shares of Lam Research worth $213K as of Q2 2026.
1620 Investment Advisors sold 701 Lam Research shares in Q2 2026, an estimated $213K.
Lam Research made up 0.13% of 1620 Investment Advisors's portfolio in Q2 2026, its #170 holding.
1620 Investment Advisors first reported a position in Lam Research in Q3 2024 and has held it in 8 quarters since.
1620 Investment Advisors's Lam Research position peaked at $255K in Q1 2026.
1,171 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.