55 North Private Wealth’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
$1.02M Buy
2,363
+219
+10% +$66.5K 0.2% 59
2026
Q1
$458K Buy
2,144
+112
+6% +$25K 0.12% 87
2025
Q4
$348K Buy
+2,032
New +$316K 0.09% 114

Other funds holding LRCX

55 North Private Wealth's LRCX Position: Q2 2026 in Review

55 North Private Wealth increased its Lam Research (LRCX) stake by 10% in Q2 2026, buying an estimated $66.5K and bringing the position to 2,363 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #59.

55 North Private Wealth first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,108 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • 55 North Private Wealth held 2,363 shares of Lam Research worth $1.02M as of Q2 2026.
  • 55 North Private Wealth bought 219 Lam Research shares in Q2 2026, an estimated $66.5K.
  • Lam Research made up 0.2% of 55 North Private Wealth's portfolio in Q2 2026, its #59 holding.
  • 55 North Private Wealth first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,108 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.