Chatham Capital Group’s Lam Research LRCX Stock Holding History

Chatham Capital 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	$3.59M	Sell	8,280 -310	-4%	-$94.1K	0.46%	66
2026 Q1	$1.84M	Sell	8,590 -75	-0.9%	-$16.8K	0.27%	93
2025 Q4	$1.48M	Hold	8,665	–	–	0.21%	110
2025 Q3	$1.16M	Sell	8,665 -70	-0.8%	-$7.41K	0.17%	123
2025 Q2	$850K	Hold	8,735	–	–	0.13%	132
2025 Q1	$635K	Buy	+8,735	New	+$688K	0.11%	141

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

Chatham Capital Group's LRCX Position: Q2 2026 in Review

Chatham Capital Group reduced its Lam Research (LRCX) stake by 3.6% in Q2 2026, selling an estimated $94.1K and leaving 8,280 shares worth $3.59M. The position accounts for 0.46% of the portfolio, ranked #66.

Chatham Capital Group first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 974 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Chatham Capital Group held 8,280 shares of Lam Research worth $3.59M as of Q2 2026.
Chatham Capital Group sold 310 Lam Research shares in Q2 2026, an estimated $94.1K.
Lam Research made up 0.46% of Chatham Capital Group's portfolio in Q2 2026, its #66 holding.
Chatham Capital Group first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
974 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.