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Clark Asset Management’s Lam Research LRCX Stock Holding History

Clark Asset Management’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 		$486K Buy
1,122
+100
+10% +$30.4K 0.04% 162
2026
Q1 		$218K Buy
+1,022
New +$229K 0.02% 246

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

Clark Asset Management's LRCX Position: Q2 2026 in Review

Clark Asset Management increased its Lam Research (LRCX) stake by 9.8% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,122 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #162.

Clark Asset Management first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Clark Asset Management held 1,122 shares of Lam Research worth $486K as of Q2 2026.
  • Clark Asset Management bought 100 Lam Research shares in Q2 2026, an estimated $30.4K.
  • Lam Research made up 0.04% of Clark Asset Management's portfolio in Q2 2026, its #162 holding.
  • Clark Asset Management first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.