CLG LLC’s Lam Research LRCX Stock Holding History

CLG LLC’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	$1.54M	Buy	3,548 +1	+0%	+$304	0.34%	55
2026 Q1	$758K	Hold	3,547	–	–	0.19%	62
2025 Q4	$607K	Hold	3,547	–	–	0.15%	78
2025 Q3	$475K	Buy	3,547 +102	+3%	+$10.8K	0.13%	89
2025 Q2	$335K	Buy	3,445 +1	+0%	+$79	0.1%	101
2025 Q1	$250K	Hold	3,444	–	–	0.09%	103
2024 Q4	$249K	Buy	+3,444	New	+$261K	0.09%	105

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

CLG LLC's LRCX Position: Q2 2026 in Review

CLG LLC increased its Lam Research (LRCX) stake by 0.03% in Q2 2026, buying an estimated $304 and bringing the position to 3,548 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #55.

CLG LLC first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

CLG LLC held 3,548 shares of Lam Research worth $1.54M as of Q2 2026.
CLG LLC bought 1 Lam Research share in Q2 2026, an estimated $304.
Lam Research made up 0.34% of CLG LLC's portfolio in Q2 2026, its #55 holding.
CLG LLC first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.