BRG
LRCX icon

Bay Rivers Group’s Lam Research LRCX Stock Holding History

Bay Rivers Group’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 		$9.96M Sell
22,979
-969
-4% -$294K 3.4% 7
2026
Q1 		$5.12M Sell
23,948
-670
-3% -$150K 2.13% 18
2025
Q4 		$4.21M Buy
24,618
+2,154
+10% +$335K 1.7% 25
2025
Q3 		$3.01M Buy
22,464
+60
+0.3% +$6.35K 1.27% 29
2025
Q2 		$2.18M Buy
22,404
+130
+0.6% +$10.3K 1% 34
2025
Q1 		$1.62M Sell
22,274
-176
-0.8% -$13.9K 0.85% 33
2024
Q4 		$1.62M Sell
22,450
-2,040
-8% -$155K 0.79% 35
2024
Q3 		$2M Buy
24,490
+1,480
+6% +$129K 0.99% 33
2024
Q2 		$2.45M Buy
23,010
+100
+0.4% +$9.59K 1.27% 29
2024
Q1 		$2.23M Buy
22,910
+940
+4% +$82.7K 1.22% 32
2023
Q4 		$1.72M Buy
21,970
+190
+0.9% +$12.9K 1.08% 33
2023
Q3 		$1.37M Buy
21,780
+930
+4% +$61.1K 1.05% 31
2023
Q2 		$1.34M Buy
20,850
+830
+4% +$46.8K 1% 34
2023
Q1 		$1.06M Sell
20,020
-30
-0.1% -$1.47K 0.93% 34
2022
Q4 		$843K Sell
20,050
-10
-0% -$418 0.85% 33
2022
Q3 		$734K Buy
20,060
+1,520
+8% +$67.7K 0.73% 38
2022
Q2 		$790K Buy
18,540
+390
+2% +$18.6K 0.7% 39
2022
Q1 		$976K Buy
18,150
+190
+1% +$11.1K 0.7% 41
2021
Q4 		$1.29M Buy
17,960
+240
+1% +$15K 0.79% 45
2021
Q3 		$1.01M Buy
17,720
+170
+1% +$10.3K 0.69% 50
2021
Q2 		$1.14M Buy
17,550
+260
+2% +$16.4K 0.81% 46
2021
Q1 		$1.03M Sell
17,290
-1,440
-8% -$78.5K 0.8% 45
2020
Q4 		$885K Sell
18,730
-680
-4% -$28.6K 0.74% 45
2020
Q3 		$644K Buy
19,410
+730
+4% +$25.1K 0.61% 44
2020
Q2 		$604K Buy
18,680
+380
+2% +$10.4K 0.62% 41
2020
Q1 		$439K Sell
18,300
-1,340
-7% -$38.6K 0.62% 37
2019
Q4 		$574K Buy
+19,640
New +$522K 0.56% 45

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Bay Rivers Group's LRCX Position: Q2 2026 in Review

Bay Rivers Group reduced its Lam Research (LRCX) stake by 4% in Q2 2026, selling an estimated $294K and leaving 22,979 shares worth $9.96M. The position accounts for 3.4% of the portfolio, ranked #7.

Bay Rivers Group first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 1,351 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bay Rivers Group held 22,979 shares of Lam Research worth $9.96M as of Q2 2026.
  • Bay Rivers Group sold 969 Lam Research shares in Q2 2026, an estimated $294K.
  • Lam Research made up 3.4% of Bay Rivers Group's portfolio in Q2 2026, its #7 holding.
  • Bay Rivers Group first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.