CAM
LRCX icon

Congress Asset Management’s Lam Research LRCX Stock Holding History

Congress 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 		$23.1M Buy
53,337
+7,056
+15% +$2.14M 0.14% 146
2026
Q1 		$9.89M Buy
46,281
+42,478
+1,117% +$9.5M 0.07% 203
2025
Q4 		$651K Buy
3,803
+7
+0.2% +$1.09K ﹤0.01% 334
2025
Q3 		$508K Buy
3,796
+8
+0.2% +$847 ﹤0.01% 355
2025
Q2 		$369K Buy
3,788
+14
+0.4% +$1.11K ﹤0.01% 357
2025
Q1 		$274K Buy
3,774
+10
+0.3% +$787 ﹤0.01% 353
2024
Q4 		$272K Buy
3,764
+14
+0.4% +$1.06K ﹤0.01% 366
2024
Q3 		$306K Hold
3,750
– – ﹤0.01% 344
2024
Q2 		$399K Buy
3,750
+10
+0.3% +$959 ﹤0.01% 344
2024
Q1 		$363K Buy
3,740
+10
+0.3% +$880 ﹤0.01% 336
2023
Q4 		$292K Sell
3,730
-140
-4% -$9.54K ﹤0.01% 360
2023
Q3 		$242K Buy
3,870
+10
+0.3% +$657 ﹤0.01% 366
2023
Q2 		$248K Sell
3,860
-900
-19% -$50.7K ﹤0.01% 359
2023
Q1 		$253K Buy
+4,760
New +$234K ﹤0.01% 359
2022
Q3 		– Sell
-4,710
Closed -$201K – 375
2022
Q2 		$201K Buy
4,710
+10
+0.2% +$476 ﹤0.01% 365
2022
Q1 		$253K Hold
4,700
– – ﹤0.01% 354
2021
Q4 		$338K Sell
4,700
-120
-2% -$7.52K ﹤0.01% 354
2021
Q3 		$274K Buy
4,820
+10
+0.2% +$608 ﹤0.01% 341
2021
Q2 		$313K Buy
4,810
+130
+3% +$8.21K ﹤0.01% 337
2021
Q1 		$279K Hold
4,680
– – ﹤0.01% 339
2020
Q4 		$221K Buy
+4,680
New +$197K ﹤0.01% 344

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

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

Congress Asset Management increased its Lam Research (LRCX) stake by 15% in Q2 2026, buying an estimated $2.14M and bringing the position to 53,337 shares worth $23.1M. The position accounts for 0.14% of the portfolio, ranked #146.

Congress Asset Management first reported a position in LRCX in Q4 2020 and has held it in 21 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Congress Asset Management held 53,337 shares of Lam Research worth $23.1M as of Q2 2026.
  • Congress Asset Management bought 7,056 Lam Research shares in Q2 2026, an estimated $2.14M.
  • Lam Research made up 0.14% of Congress Asset Management's portfolio in Q2 2026, its #146 holding.
  • Congress Asset Management first reported a position in Lam Research in Q4 2020 and has held it in 21 quarters since.
  • 880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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