Bollard Group’s Lam Research LRCX Stock Holding History

Bollard 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
2025 Q2	–	Sell	-258	Closed	-$19K	–	302
2025 Q1	$19K	Buy	258 +1	+0.4%	+$79	﹤0.01%	241
2024 Q4	$19K	Sell	257 -3	-1%	-$228	﹤0.01%	239
2024 Q3	$21K	Hold	260	–	–	﹤0.01%	256
2024 Q2	$27K	Hold	260	–	–	﹤0.01%	247
2024 Q1	$25K	Buy	260 +10	+4%	+$880	﹤0.01%	243
2023 Q4	$20K	Hold	250	–	–	﹤0.01%	244
2023 Q3	$16K	Sell	250 -150	-38%	-$9.86K	﹤0.01%	250
2023 Q2	$26K	Buy	400 +150	+60%	+$8.46K	﹤0.01%	241
2023 Q1	$13K	Hold	250	–	–	﹤0.01%	248
2022 Q4	$11K	Hold	250	–	–	﹤0.01%	244
2022 Q3	$9K	Buy	+250	New	+$11.1K	﹤0.01%	253
2018 Q4	–	Sell	-10,120	Closed	-$154K	–	268
2018 Q3	$154K	Buy	10,120 +70	+0.7%	+$1.2K	0.01%	184
2018 Q2	$174K	Buy	10,050 +3,020	+43%	+$58.2K	0.01%	175
2018 Q1	$143K	Buy	7,030 +30	+0.4%	+$594	0.01%	182
2017 Q4	$129K	Hold	7,000	–	–	0.01%	178
2017 Q3	$130K	Buy	+7,000	New	+$114K	0.01%	186

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bollard Group's LRCX Position: Q2 2025 in Review

Bollard Group sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 258 shares — an estimated $19K sold.

Bollard Group first reported a position in LRCX in Q3 2017 and held it in 16 quarters. The position peaked at $174K in Q2 2018. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Bollard Group reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
Bollard Group sold 258 Lam Research shares in Q2 2025, an estimated $19K.
Bollard Group first reported a position in Lam Research in Q3 2017 and held it in 16 quarters.
Bollard Group's Lam Research position peaked at $174K in Q2 2018.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Bollard Group's 13F filing for Q2 2025, filed 13 Aug 2025.