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Bartlett & Co Wealth Management’s Lam Research LRCX Stock Holding History

Bartlett & Co 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 		$1.47M Buy
3,385
+1,281
+61% +$389K 0.02% 241
2026
Q1 		$544K Sell
2,104
-53
-2% -$11.8K 0.01% 329
2025
Q4 		$370K Hold
2,157
– – ﹤0.01% 370
2025
Q3 		$289K Buy
2,157
+145
+7% +$15.4K ﹤0.01% 405
2025
Q2 		$196K Sell
2,012
-49
-2% -$3.89K ﹤0.01% 448
2025
Q1 		$150K Buy
2,061
+7
+0.3% +$551 ﹤0.01% 481
2024
Q4 		$149K Sell
2,054
-6
-0.3% -$455 ﹤0.01% 486
2024
Q3 		$169K Hold
2,060
– – ﹤0.01% 470
2024
Q2 		$220K Buy
2,060
+1,500
+268% +$144K ﹤0.01% 430
2024
Q1 		$54.6K Buy
560
+10
+2% +$880 ﹤0.01% 650
2023
Q4 		$43.5K Sell
550
-80
-13% -$5.45K ﹤0.01% 733
2023
Q3 		$39.7K Sell
630
-400
-39% -$26.3K ﹤0.01% 703
2023
Q2 		$66.4K Hold
1,030
– – ﹤0.01% 617
2023
Q1 		$54.8K Hold
1,030
– – ﹤0.01% 556
2022
Q4 		$43.5K Hold
1,030
– – ﹤0.01% 603
2022
Q3 		$37.9K Sell
1,030
-110
-10% -$4.9K ﹤0.01% 610
2022
Q2 		$48.8K Buy
1,140
+190
+20% +$9.04K ﹤0.01% 574
2022
Q1 		$51.2K Buy
+950
New +$55.3K ﹤0.01% 581
2021
Q4 		– Sell
-950
Closed -$54.2K – 677
2021
Q3 		$54.2K Buy
950
+370
+64% +$22.5K ﹤0.01% 497
2021
Q2 		$37.8K Hold
580
– – ﹤0.01% 547
2021
Q1 		$34.6K Hold
580
– – ﹤0.01% 594
2020
Q4 		$27.4K Buy
+580
New +$24.4K ﹤0.01% 626

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bartlett & Co Wealth Management's LRCX Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Lam Research (LRCX) stake by 61% in Q2 2026, buying an estimated $389K and bringing the position to 3,385 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #241.

Bartlett & Co Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,385 shares of Lam Research worth $1.47M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1,281 Lam Research shares in Q2 2026, an estimated $389K.
  • Lam Research made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Bartlett & Co Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.