Chesley Taft & Associates’s Lam Research LRCX Stock Holding History

Chesley Taft & Associates’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	$1.35M	Buy	3,106 +53	+2%	+$16.1K	0.05%	194
2026 Q1	$652K	Sell	3,053 -208	-6%	-$46.5K	0.03%	257
2025 Q4	$558K	Sell	3,261 -279	-8%	-$43.4K	0.02%	270
2025 Q3	$474K	Buy	3,540 +500	+16%	+$52.9K	0.02%	271
2025 Q2	$296K	Hold	3,040	–	–	0.01%	299
2025 Q1	$221K	Buy	+3,040	New	+$239K	0.01%	325
2024 Q4	–	Sell	-2,800	Closed	-$229K	–	333
2024 Q3	$229K	Hold	2,800	–	–	0.01%	311
2024 Q2	$298K	Hold	2,800	–	–	0.01%	283
2024 Q1	$272K	Hold	2,800	–	–	0.01%	288
2023 Q4	$219K	Buy	+2,800	New	+$191K	0.01%	294
2022 Q1	–	Sell	-2,800	Closed	-$201K	–	299
2021 Q4	$201K	Buy	+2,800	New	+$176K	0.01%	297

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

Chesley Taft & Associates's LRCX Position: Q2 2026 in Review

Chesley Taft & Associates increased its Lam Research (LRCX) stake by 1.7% in Q2 2026, buying an estimated $16.1K and bringing the position to 3,106 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #194.

Chesley Taft & Associates first reported a position in LRCX in Q4 2021 and has held it in 11 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Chesley Taft & Associates held 3,106 shares of Lam Research worth $1.35M as of Q2 2026.
Chesley Taft & Associates bought 53 Lam Research shares in Q2 2026, an estimated $16.1K.
Lam Research made up 0.05% of Chesley Taft & Associates's portfolio in Q2 2026, its #194 holding.
Chesley Taft & Associates first reported a position in Lam Research in Q4 2021 and has held it in 11 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.