Alerus Financial’s Lam Research LRCX Stock Holding History

Alerus Financial’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	$5.22M	Buy	12,042 +6,863	+133%	+$2.08M	0.23%	60
2026 Q1	$1.11M	Buy	5,179 +4,349	+524%	+$972K	0.05%	138
2025 Q4	$142K	Hold	830	–	–	0.01%	185
2025 Q3	$111K	Hold	830	–	–	0.01%	211
2025 Q2	$80.8K	Buy	+830	New	+$65.8K	0.01%	208
2022 Q3	–	Sell	-14,850	Closed	-$633K	–	160
2022 Q2	$633K	Sell	14,850 -42,540	-74%	-$2.03M	0.06%	120
2022 Q1	$3.08M	Sell	57,390 -45,250	-44%	-$2.63M	0.26%	93
2021 Q4	$7.38M	Buy	102,640 +5,160	+5%	+$323K	0.6%	33
2021 Q3	$5.55M	Buy	97,480 +4,070	+4%	+$248K	0.51%	41
2021 Q2	$6.08M	Buy	93,410 +5,260	+6%	+$332K	0.61%	32
2021 Q1	$5.25M	Buy	88,150 +1,030	+1%	+$56.1K	0.55%	39
2020 Q4	$4.11M	Buy	87,120 +37,180	+74%	+$1.56M	0.42%	60
2020 Q3	$1.66M	Buy	+49,940	New	+$1.72M	0.19%	105

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alerus Financial's LRCX Position: Q2 2026 in Review

Alerus Financial increased its Lam Research (LRCX) stake by 133% in Q2 2026, buying an estimated $2.08M and bringing the position to 12,042 shares worth $5.22M. The position accounts for 0.23% of the portfolio, ranked #60.

Alerus Financial first reported a position in LRCX in Q3 2020 and has held it in 13 quarters since. The position peaked at $7.38M in Q4 2021. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Alerus Financial held 12,042 shares of Lam Research worth $5.22M as of Q2 2026.
Alerus Financial bought 6,863 Lam Research shares in Q2 2026, an estimated $2.08M.
Lam Research made up 0.23% of Alerus Financial's portfolio in Q2 2026, its #60 holding.
Alerus Financial first reported a position in Lam Research in Q3 2020 and has held it in 13 quarters since.
Alerus Financial's Lam Research position peaked at $7.38M in Q4 2021.
3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.