Brandywine Oak Private Wealth’s Lam Research LRCX Stock Holding History

Brandywine Oak Private Wealth’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	$303K	Buy	+700	New	+$212K	0.02%	200
2019 Q1	–	Sell	-3,880	Closed	-$52K	–	446
2018 Q4	$52K	Buy	+3,880	New	+$55.6K	0.01%	354

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

Brandywine Oak Private Wealth's LRCX Position: Q2 2026 in Review

Brandywine Oak Private Wealth opened a new position in Lam Research (LRCX) in Q2 2026: 700 shares worth $303K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Brandywine Oak Private Wealth previously reported a position in LRCX as recently as Q4 2018.

Brandywine Oak Private Wealth first reported a position in LRCX in Q4 2018 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Brandywine Oak Private Wealth held 700 shares of Lam Research worth $303K as of Q2 2026.
Lam Research was a new Brandywine Oak Private Wealth position in Q2 2026.
Lam Research made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #200 holding.
Brandywine Oak Private Wealth first reported a position in Lam Research in Q4 2018 and has held it in 2 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.