Baker Tilly Wealth Management’s Lam Research LRCX Stock Holding History

Baker Tilly Wealth Management’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	$759K	Sell	1,752 -5	-0.3%	-$1.52K	0.16%	126
2026 Q1	$375K	Buy	1,757 +143	+9%	+$32K	0.09%	188
2025 Q4	$276K	Buy	1,614 +91	+6%	+$14.2K	0.07%	231
2025 Q3	$204K	Buy	+1,523	New	+$161K	0.05%	268
2024 Q3	–	Sell	-4,240	Closed	-$451K	–	265
2024 Q2	$451K	Sell	4,240 -1,600	-27%	-$153K	0.18%	135
2024 Q1	$567K	Sell	5,840 -60	-1%	-$5.28K	0.1%	223
2023 Q4	$462K	Buy	5,900 +280	+5%	+$19.1K	0.08%	294
2023 Q3	$352K	Sell	5,620 -50	-0.9%	-$3.29K	0.06%	337
2023 Q2	$365K	Buy	5,670 +80	+1%	+$4.51K	0.04%	419
2023 Q1	$296K	Buy	5,590 +60	+1%	+$2.94K	0.03%	452
2022 Q4	$232K	Buy	+5,530	New	+$231K	0.03%	487
2022 Q3	–	Sell	-5,580	Closed	-$238K	–	522
2022 Q2	$238K	Sell	5,580 -20	-0.4%	-$952	0.03%	443
2022 Q1	$301K	Sell	5,600 -570	-9%	-$33.2K	0.03%	429
2021 Q4	$444K	Buy	6,170 +30	+0.5%	+$1.88K	0.05%	377
2021 Q3	$349K	Sell	6,140 -20	-0.3%	-$1.22K	0.05%	390
2021 Q2	$401K	Buy	6,160 +310	+5%	+$19.6K	0.06%	332
2021 Q1	$348K	Buy	5,850 +40	+0.7%	+$2.18K	0.07%	324
2020 Q4	$274K	Buy	+5,810	New	+$244K	0.08%	259

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

Baker Tilly Wealth Management's LRCX Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Lam Research (LRCX) stake by 0.28% in Q2 2026, selling an estimated $1.52K and leaving 1,752 shares worth $759K. The position accounts for 0.16% of the portfolio, ranked #126.

Baker Tilly Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 18 quarters since. 924 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Baker Tilly Wealth Management held 1,752 shares of Lam Research worth $759K as of Q2 2026.
Baker Tilly Wealth Management sold 5 Lam Research shares in Q2 2026, an estimated $1.52K.
Lam Research made up 0.16% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #126 holding.
Baker Tilly Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 18 quarters since.
924 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.