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BSW Wealth Partners’s Lam Research LRCX Stock Holding History

BSW Wealth Partners’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 		$4.42M Sell
10,210
-292
-3% -$88.6K 0.49% 36
2026
Q1 		$2.24M Sell
10,502
-1,118
-10% -$250K 0.27% 54
2025
Q4 		$1.99M Sell
11,620
-201
-2% -$31.3K 0.24% 58
2025
Q3 		$1.58M Buy
11,821
+494
+4% +$52.3K 0.2% 66
2025
Q2 		$1.1M Buy
11,327
+307
+3% +$24.3K 0.15% 81
2025
Q1 		$801K Sell
11,020
-91
-0.8% -$7.17K 0.12% 100
2024
Q4 		$803K Buy
11,111
+961
+9% +$72.9K 0.12% 107
2024
Q3 		$829K Buy
10,150
+430
+4% +$37.4K 0.12% 93
2024
Q2 		$1.04M Buy
9,720
+700
+8% +$67.1K 0.17% 73
2024
Q1 		$876K Buy
9,020
+1,440
+19% +$127K 0.15% 87
2023
Q4 		$594K Buy
7,580
+40
+0.5% +$2.73K 0.12% 107
2023
Q3 		$473K Buy
7,540
+750
+11% +$49.3K 0.11% 116
2023
Q2 		$437K Sell
6,790
-30
-0.4% -$1.69K 0.09% 123
2023
Q1 		$362K Buy
6,820
+380
+6% +$18.6K 0.07% 188
2022
Q4 		$271K Buy
+6,440
New +$269K 0.06% 238
2022
Q1 		– Sell
-3,370
Closed -$242K – 299
2021
Q4 		$242K Buy
+3,370
New +$211K 0.06% 222
2021
Q3 		– Sell
-3,550
Closed -$231K – 262
2021
Q2 		$231K Buy
+3,550
New +$224K 0.06% 212

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BSW Wealth Partners's LRCX Position: Q2 2026 in Review

BSW Wealth Partners reduced its Lam Research (LRCX) stake by 2.8% in Q2 2026, selling an estimated $88.6K and leaving 10,210 shares worth $4.42M. The position accounts for 0.49% of the portfolio, ranked #36.

BSW Wealth Partners first reported a position in LRCX in Q2 2021 and has held it in 17 quarters since. 939 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • BSW Wealth Partners held 10,210 shares of Lam Research worth $4.42M as of Q2 2026.
  • BSW Wealth Partners sold 292 Lam Research shares in Q2 2026, an estimated $88.6K.
  • Lam Research made up 0.49% of BSW Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • BSW Wealth Partners first reported a position in Lam Research in Q2 2021 and has held it in 17 quarters since.
  • 939 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.