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Boltwood Capital Management’s Lam Research LRCX Stock Holding History

Boltwood Capital 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 		$234K Buy
+540
New +$164K 0.05% 184

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Boltwood Capital Management's LRCX Position: Q2 2026 in Review

Boltwood Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 540 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings.

588 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Boltwood Capital Management held 540 shares of Lam Research worth $234K as of Q2 2026.
  • Lam Research was a new Boltwood Capital Management position in Q2 2026.
  • Lam Research made up 0.05% of Boltwood Capital Management's portfolio in Q2 2026, its #184 holding.
  • 588 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.