Brookwood Investment Group’s Lam Research LRCX Stock Holding History

Brookwood Investment 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
2026 Q2	$1.61M	Sell	3,707 -695	-16%	-$211K	0.18%	119
2026 Q1	$941K	Buy	4,402 +866	+24%	+$194K	0.12%	176
2025 Q4	$605K	Buy	3,536 +1,090	+45%	+$170K	0.07%	253
2025 Q3	$328K	Buy	2,446 +40	+2%	+$4.24K	0.04%	358
2025 Q2	$234K	Buy	+2,406	New	+$191K	0.04%	376

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

Brookwood Investment Group's LRCX Position: Q2 2026 in Review

Brookwood Investment Group reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $211K and leaving 3,707 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #119.

Brookwood Investment Group first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Brookwood Investment Group held 3,707 shares of Lam Research worth $1.61M as of Q2 2026.
Brookwood Investment Group sold 695 Lam Research shares in Q2 2026, an estimated $211K.
Lam Research made up 0.18% of Brookwood Investment Group's portfolio in Q2 2026, its #119 holding.
Brookwood Investment Group first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.