Apella Capital’s Lam Research LRCX Stock Holding History

Apella Capital’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	$1.29M	Buy	3,943 +593	+18%	+$180K	0.02%	331
2026 Q1	$896K	Buy	3,350 +152	+5%	+$34K	0.01%	380
2025 Q4	$547K	Buy	3,198 +21	+0.7%	+$3.27K	0.01%	342
2025 Q3	$452K	Buy	3,177 +51	+2%	+$5.4K	0.01%	339
2025 Q2	$307K	Sell	3,126 -155	-5%	-$12.3K	0.01%	349
2025 Q1	$233K	Buy	3,281 +27	+0.8%	+$2.13K	0.01%	352
2024 Q4	$235K	Sell	3,254 -29,576	-90%	-$2.24M	0.01%	314
2024 Q3	$262K	Buy	32,830 +29,670	+939%	+$2.58M	0.01%	283
2024 Q2	$352K	Buy	3,160 +10	+0.3%	+$959	0.02%	235
2024 Q1	$307K	Hold	3,150	–	–	0.02%	243
2023 Q4	$230K	Buy	+3,150	New	+$215K	0.01%	265

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Apella Capital's LRCX Position: Q2 2026 in Review

Apella Capital increased its Lam Research (LRCX) stake by 18% in Q2 2026, buying an estimated $180K and bringing the position to 3,943 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #331.

Apella Capital first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Apella Capital held 3,943 shares of Lam Research worth $1.29M as of Q2 2026.
Apella Capital bought 593 Lam Research shares in Q2 2026, an estimated $180K.
Lam Research made up 0.02% of Apella Capital's portfolio in Q2 2026, its #331 holding.
Apella Capital first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.