Ballentine Partners’s Lam Research LRCX Stock Holding History

Ballentine 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	$23M	Buy	53,012 +724	+1%	+$220K	0.28%	44
2026 Q1	$11.2M	Buy	52,288 +3	+0%	+$671	0.16%	57
2025 Q4	$8.95M	Sell	52,285 -209	-0.4%	-$32.5K	0.13%	61
2025 Q3	$7.03M	Sell	52,494 -270	-0.5%	-$28.6K	0.1%	75
2025 Q2	$5.14M	Sell	52,764 -130	-0.2%	-$10.3K	0.08%	90
2025 Q1	$3.85M	Buy	52,894 +5,192	+11%	+$409K	0.07%	106
2024 Q4	$3.45M	Buy	47,702 +652	+1%	+$49.5K	0.06%	111
2024 Q3	$384K	Buy	47,050 +1,590	+3%	+$138K	0.01%	500
2024 Q2	$4.84M	Buy	45,460 +1,420	+3%	+$136K	0.09%	79
2024 Q1	$4.28M	Buy	44,040 +1,040	+2%	+$91.5K	0.08%	88
2023 Q4	$3.37M	Buy	43,000 +1,260	+3%	+$85.9K	0.07%	101
2023 Q3	$2.62M	Buy	41,740 +230	+0.6%	+$15.1K	0.06%	99
2023 Q2	$2.67M	Buy	41,510 +900	+2%	+$50.7K	0.06%	100
2023 Q1	$2.15M	Buy	40,610 +620	+2%	+$30.4K	0.05%	122
2022 Q4	$1.68M	Buy	39,990 +18,530	+86%	+$775K	0.05%	123
2022 Q3	$786K	Buy	21,460 +2,190	+11%	+$97.5K	0.03%	178
2022 Q2	$821K	Buy	19,270 +560	+3%	+$26.7K	0.03%	174
2022 Q1	$1M	Sell	18,710 -6,450	-26%	-$375K	0.03%	172
2021 Q4	$1.81M	Buy	25,160 +4,640	+23%	+$291K	0.05%	115
2021 Q3	$1.17M	Sell	20,520 -510	-2%	-$31K	0.04%	147
2021 Q2	$1.37M	Buy	21,030 +1,870	+10%	+$118K	0.05%	129
2021 Q1	$1.14M	Sell	19,160 -820	-4%	-$44.7K	0.04%	140
2020 Q4	$944K	Sell	19,980 -240	-1%	-$10.1K	0.04%	148
2020 Q3	$670K	Buy	20,220 +230	+1%	+$7.92K	0.03%	174
2020 Q2	$647K	Sell	19,990 -10	-0.1%	-$273	0.03%	187
2020 Q1	$480K	Sell	20,000 -1,820	-8%	-$52.4K	0.03%	192
2019 Q4	$638K	Sell	21,820 -370	-2%	-$9.83K	0.03%	196
2019 Q3	$512K	Sell	22,190 -120	-0.5%	-$2.52K	0.02%	206
2019 Q2	$419K	Buy	22,310 +800	+4%	+$15.2K	0.02%	238
2019 Q1	$385K	Buy	21,510 +110	+0.5%	+$1.83K	0.02%	214
2018 Q4	$291K	Sell	21,400 -600	-3%	-$8.6K	0.02%	251
2018 Q3	$333K	Buy	22,000 +1,070	+5%	+$18.3K	0.02%	253
2018 Q2	$362K	Sell	20,930 -1,540	-7%	-$29.7K	0.02%	229
2018 Q1	$457K	Sell	22,470 -5,340	-19%	-$106K	0.03%	189
2017 Q4	$512K	Buy	27,810 +80	+0.3%	+$1.57K	0.03%	188
2017 Q3	$513K	Buy	27,730 +160	+0.6%	+$2.6K	0.03%	192
2017 Q2	$451K	Sell	27,570 -5,250	-16%	-$77K	0.03%	214
2017 Q1	$420K	Buy	+32,820	New	+$386K	0.03%	137

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Ballentine Partners's LRCX Position: Q2 2026 in Review

Ballentine Partners increased its Lam Research (LRCX) stake by 1.4% in Q2 2026, buying an estimated $220K and bringing the position to 53,012 shares worth $23M. The position accounts for 0.28% of the portfolio, ranked #44.

Ballentine Partners first reported a position in LRCX in Q1 2017 and has held it in 38 quarters since. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Ballentine Partners held 53,012 shares of Lam Research worth $23M as of Q2 2026.
Ballentine Partners bought 724 Lam Research shares in Q2 2026, an estimated $220K.
Lam Research made up 0.28% of Ballentine Partners's portfolio in Q2 2026, its #44 holding.
Ballentine Partners first reported a position in Lam Research in Q1 2017 and has held it in 38 quarters since.
522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.