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Canopy Partners’s Lam Research LRCX Stock Holding History

Canopy 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 		$1.08M Buy
2,485
+54
+2% +$16.4K 0.32% 63
2026
Q1 		$519K Buy
2,431
+282
+13% +$63.1K 0.18% 107
2025
Q4 		$368K Buy
2,149
+321
+18% +$49.9K 0.12% 141
2025
Q3 		$245K Buy
+1,828
New +$194K 0.08% 189

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

Canopy Partners's LRCX Position: Q2 2026 in Review

Canopy Partners increased its Lam Research (LRCX) stake by 2.2% in Q2 2026, buying an estimated $16.4K and bringing the position to 2,485 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #63.

Canopy Partners first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Canopy Partners held 2,485 shares of Lam Research worth $1.08M as of Q2 2026.
  • Canopy Partners bought 54 Lam Research shares in Q2 2026, an estimated $16.4K.
  • Lam Research made up 0.32% of Canopy Partners's portfolio in Q2 2026, its #63 holding.
  • Canopy Partners first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.