Appleton Partners’s Lam Research LRCX Stock Holding History

Appleton Partners’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	$258K	Buy	+595	New	+$181K	0.02%	256
2024 Q3	–	Sell	-3,230	Closed	-$344K	–	258
2024 Q2	$344K	Sell	3,230 -150	-4%	-$14.4K	0.03%	203
2024 Q1	$328K	Sell	3,380 -670	-17%	-$58.9K	0.03%	219
2023 Q4	$317K	Hold	4,050	–	–	0.03%	235
2023 Q3	$254K	Sell	4,050 -140	-3%	-$9.2K	0.02%	261
2023 Q2	$269K	Hold	4,190	–	–	0.02%	261
2023 Q1	$222K	Buy	+4,190	New	+$206K	0.02%	283
2022 Q1	–	Sell	-4,120	Closed	-$296K	–	310
2021 Q4	$296K	Buy	4,120 +280	+7%	+$17.6K	0.02%	264
2021 Q3	$219K	Sell	3,840 -300	-7%	-$18.3K	0.02%	280
2021 Q2	$269K	Sell	4,140 -360	-8%	-$22.7K	0.02%	261
2021 Q1	$268K	Hold	4,500	–	–	0.02%	251
2020 Q4	$213K	Buy	+4,500	New	+$189K	0.02%	264

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Appleton Partners's LRCX Position: Q2 2026 in Review

Appleton Partners opened a new position in Lam Research (LRCX) in Q2 2026: 595 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Appleton Partners previously reported a position in LRCX as recently as Q2 2024.

Appleton Partners first reported a position in LRCX in Q4 2020 and has held it in 12 quarters since. The position peaked at $344K in Q2 2024. 696 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Appleton Partners held 595 shares of Lam Research worth $258K as of Q2 2026.
Lam Research was a new Appleton Partners position in Q2 2026.
Lam Research made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #256 holding.
Appleton Partners first reported a position in Lam Research in Q4 2020 and has held it in 12 quarters since.
Appleton Partners's Lam Research position peaked at $344K in Q2 2024.
696 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.