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Cary Street Partners’s Lam Research LRCX Stock Holding History

Cary Street 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 		$9.4M Buy
21,689
+269
+1% +$81.7K 0.21% 111
2026
Q1 		$4.58M Sell
21,420
-2,094
-9% -$468K 0.11% 190
2025
Q4 		$4.03M Sell
23,514
-850
-3% -$132K 0.1% 206
2025
Q3 		$3.26M Sell
24,364
-166
-0.7% -$17.6K 0.08% 241
2025
Q2 		$2.39M Buy
24,530
+613
+3% +$48.6K 0.07% 288
2025
Q1 		$1.74M Sell
23,917
-645
-3% -$50.8K 0.06% 307
2024
Q4 		$1.77M Buy
+24,562
New +$1.86M 0.06% 292

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

Cary Street Partners's LRCX Position: Q2 2026 in Review

Cary Street Partners increased its Lam Research (LRCX) stake by 1.3% in Q2 2026, buying an estimated $81.7K and bringing the position to 21,689 shares worth $9.4M. The position accounts for 0.21% of the portfolio, ranked #111.

Cary Street Partners first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 973 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cary Street Partners held 21,689 shares of Lam Research worth $9.4M as of Q2 2026.
  • Cary Street Partners bought 269 Lam Research shares in Q2 2026, an estimated $81.7K.
  • Lam Research made up 0.21% of Cary Street Partners's portfolio in Q2 2026, its #111 holding.
  • Cary Street Partners first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 973 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.