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Cookson Peirce & Co’s Lam Research LRCX Stock Holding History

Cookson Peirce & Co’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 		$38.1M Sell
87,973
-2,013
-2% -$611K 1.26% 20
2026
Q1 		$19.2M Buy
89,986
+14,873
+20% +$3.33M 0.81% 41
2025
Q4 		$12.9M Buy
75,113
+64,603
+615% +$10M 0.53% 52
2025
Q3 		$1.41M Buy
10,510
+41
+0.4% +$4.34K 0.06% 130
2025
Q2 		$1.02M Buy
10,469
+2,119
+25% +$168K 0.04% 159
2025
Q1 		$607K Buy
+8,350
New +$658K 0.03% 204
2024
Q3 		– Sell
-19,370
Closed -$2.06M – 258
2024
Q2 		$2.06M Buy
19,370
+430
+2% +$41.2K 0.1% 81
2024
Q1 		$1.84M Sell
18,940
-1,230
-6% -$108K 0.1% 82
2023
Q4 		$1.58M Sell
20,170
-2,210
-10% -$151K 0.1% 82
2023
Q3 		$1.4M Buy
22,380
+860
+4% +$56.5K 0.09% 91
2023
Q2 		$1.38M Buy
+21,520
New +$1.21M 0.08% 93
2020
Q3 		– Sell
-21,550
Closed -$697K – 151
2020
Q2 		$697K Buy
21,550
+1,690
+9% +$46.1K 0.07% 90
2020
Q1 		$477K Sell
19,860
-790
-4% -$22.7K 0.05% 99
2019
Q4 		$604K Buy
+20,650
New +$548K 0.05% 114
2015
Q2 		– Sell
-90,000
Closed -$632K – 134
2015
Q1 		$632K Sell
90,000
-693,700
-89% -$5.48M 0.11% 97
2014
Q4 		$6.22M Buy
783,700
+28,000
+4% +$217K 1.29% 29
2014
Q3 		$5.64M Buy
+755,700
New +$5.39M 1.32% 29

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

Cookson Peirce & Co's LRCX Position: Q2 2026 in Review

Cookson Peirce & Co reduced its Lam Research (LRCX) stake by 2.2% in Q2 2026, selling an estimated $611K and leaving 87,973 shares worth $38.1M. The position accounts for 1.26% of the portfolio, ranked #20.

Cookson Peirce & Co first reported a position in LRCX in Q3 2014 and has held it in 17 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cookson Peirce & Co held 87,973 shares of Lam Research worth $38.1M as of Q2 2026.
  • Cookson Peirce & Co sold 2,013 Lam Research shares in Q2 2026, an estimated $611K.
  • Lam Research made up 1.26% of Cookson Peirce & Co's portfolio in Q2 2026, its #20 holding.
  • Cookson Peirce & Co first reported a position in Lam Research in Q3 2014 and has held it in 17 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.