Blackhawk Capital Partners’s Lam Research LRCX Stock Holding History

Blackhawk Capital 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	$917K	Buy	2,116 +23	+1%	+$6.98K	0.3%	78
2026 Q1	$447K	Sell	2,093 -415	-17%	-$92.8K	0.16%	105
2025 Q4	$429K	Buy	2,508 +778	+45%	+$121K	0.16%	106
2025 Q3	$232K	Buy	+1,730	New	+$183K	0.09%	143
2022 Q2	–	Sell	-30,840	Closed	-$1.66M	–	88
2022 Q1	$1.66M	Sell	30,840 -360	-1%	-$21K	1.13%	37
2021 Q4	$2.24M	Buy	31,200 +630	+2%	+$39.5K	1.36%	26
2021 Q3	$1.74M	Sell	30,570 -6,090	-17%	-$370K	1.1%	27
2021 Q2	$2.18M	Buy	36,660 +20	+0.1%	+$1.26K	1.48%	21
2021 Q1	$1.73M	Buy	36,640 +2,200	+6%	+$120K	1.3%	23
2020 Q4	$1.14M	Buy	+34,440	New	+$1.45M	0.98%	36
2018 Q3	–	Sell	-2,150	Closed	-$37K	–	193
2018 Q2	$37K	Buy	+2,150	New	+$41.4K	0.04%	186

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Blackhawk Capital Partners's LRCX Position: Q2 2026 in Review

Blackhawk Capital Partners increased its Lam Research (LRCX) stake by 1.1% in Q2 2026, buying an estimated $6.98K and bringing the position to 2,116 shares worth $917K. The position accounts for 0.3% of the portfolio, ranked #78.

Blackhawk Capital Partners first reported a position in LRCX in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.24M in Q4 2021. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Blackhawk Capital Partners held 2,116 shares of Lam Research worth $917K as of Q2 2026.
Blackhawk Capital Partners bought 23 Lam Research shares in Q2 2026, an estimated $6.98K.
Lam Research made up 0.3% of Blackhawk Capital Partners's portfolio in Q2 2026, its #78 holding.
Blackhawk Capital Partners first reported a position in Lam Research in Q2 2018 and has held it in 11 quarters since.
Blackhawk Capital Partners's Lam Research position peaked at $2.24M in Q4 2021.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Blackhawk Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.