BOS Asset Management’s Lam Research LRCX Stock Holding History

BOS Asset 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	$2.34M	Sell	5,400 -350	-6%	-$106K	0.54%	39
2026 Q1	$1.23M	Hold	5,750	–	–	0.31%	59
2025 Q4	$984K	Hold	5,750	–	–	0.26%	73
2025 Q3	$770K	Hold	5,750	–	–	0.22%	85
2025 Q2	$560K	Hold	5,750	–	–	0.18%	93
2025 Q1	$418K	Hold	5,750	–	–	0.14%	105
2024 Q4	$415K	Hold	5,750	–	–	0.15%	106
2024 Q3	$469K	Hold	5,750	–	–	0.17%	90
2024 Q2	$612K	Hold	5,750	–	–	0.28%	71
2024 Q1	$559K	Hold	5,750	–	–	0.29%	62
2023 Q4	$450K	Hold	5,750	–	–	0.31%	76
2023 Q3	$360K	Hold	5,750	–	–	0.26%	86
2023 Q2	$370K	Hold	5,750	–	–	0.29%	76
2023 Q1	$305K	Hold	5,750	–	–	0.25%	88
2022 Q4	$242K	Buy	+5,750	New	+$241K	0.22%	104

Other funds holding LRCX

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

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

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

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BOS Asset Management's LRCX Position: Q2 2026 in Review

BOS Asset Management reduced its Lam Research (LRCX) stake by 6.1% in Q2 2026, selling an estimated $106K and leaving 5,400 shares worth $2.34M. The position accounts for 0.54% of the portfolio, ranked #39.

BOS Asset Management first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

BOS Asset Management held 5,400 shares of Lam Research worth $2.34M as of Q2 2026.
BOS Asset Management sold 350 Lam Research shares in Q2 2026, an estimated $106K.
Lam Research made up 0.54% of BOS Asset Management's portfolio in Q2 2026, its #39 holding.
BOS Asset Management first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.