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BNC Wealth Management’s Lam Research LRCX Stock Holding History

BNC 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 		$209K Buy
+482
New +$146K 0.05% 101
2026
Q1 		– Sell
-41,869
Closed -$7.17M – 116
2025
Q4 		$7.17M Buy
41,869
+1,113
+3% +$173K 1.84% 16
2025
Q3 		$5.46M Buy
+40,756
New +$4.32M 1.38% 24

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
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
Handelsbanken Fonder
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BNC Wealth Management's LRCX Position: Q2 2026 in Review

BNC Wealth Management opened a new position in Lam Research (LRCX) in Q2 2026: 482 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in LRCX as recently as Q4 2025.

BNC Wealth Management first reported a position in LRCX in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.17M in Q4 2025. 778 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • BNC Wealth Management held 482 shares of Lam Research worth $209K as of Q2 2026.
  • Lam Research was a new BNC Wealth Management position in Q2 2026.
  • Lam Research made up 0.05% of BNC Wealth Management's portfolio in Q2 2026, its #101 holding.
  • BNC Wealth Management first reported a position in Lam Research in Q3 2025 and has held it in 3 quarters since.
  • BNC Wealth Management's Lam Research position peaked at $7.17M in Q4 2025.
  • 778 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.