Collective Family Office’s Lam Research LRCX Stock Holding History

Collective Family Office’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	$563K	Sell	1,299 -45	-3%	-$13.7K	0.12%	109
2026 Q1	$287K	Sell	1,344 -194	-13%	-$43.4K	0.06%	140
2025 Q4	$263K	Sell	1,538 -100	-6%	-$15.6K	0.06%	147
2025 Q3	$219K	Buy	+1,638	New	+$173K	0.05%	158
2024 Q3	–	Sell	-2,660	Closed	-$283K	–	174
2024 Q2	$283K	Sell	2,660 -180	-6%	-$17.3K	0.08%	150
2024 Q1	$276K	Buy	2,840 +140	+5%	+$12.3K	0.09%	151
2023 Q4	$211K	Buy	+2,700	New	+$184K	0.07%	166
2022 Q3	–	Sell	-5,680	Closed	-$242K	–	185
2022 Q2	$242K	Sell	5,680 -10	-0.2%	-$476	0.1%	162
2022 Q1	$306K	Sell	5,690 -560	-9%	-$32.6K	0.12%	152
2021 Q4	$449K	Sell	6,250 -100	-2%	-$6.27K	0.18%	125
2021 Q3	$361K	Sell	6,350 -3,300	-34%	-$201K	0.16%	129
2021 Q2	$628K	Sell	9,650 -840	-8%	-$53K	0.27%	92
2021 Q1	$624K	Hold	10,490	–	–	0.3%	87
2020 Q4	$495K	Buy	+10,490	New	+$441K	0.28%	90

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Collective Family Office's LRCX Position: Q2 2026 in Review

Collective Family Office reduced its Lam Research (LRCX) stake by 3.3% in Q2 2026, selling an estimated $13.7K and leaving 1,299 shares worth $563K. The position accounts for 0.12% of the portfolio, ranked #109.

Collective Family Office first reported a position in LRCX in Q4 2020 and has held it in 14 quarters since. The position peaked at $628K in Q2 2021. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Collective Family Office held 1,299 shares of Lam Research worth $563K as of Q2 2026.
Collective Family Office sold 45 Lam Research shares in Q2 2026, an estimated $13.7K.
Lam Research made up 0.12% of Collective Family Office's portfolio in Q2 2026, its #109 holding.
Collective Family Office first reported a position in Lam Research in Q4 2020 and has held it in 14 quarters since.
Collective Family Office's Lam Research position peaked at $628K in Q2 2021.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.