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Cooper Financial Group’s Lam Research LRCX Stock Holding History

Cooper Financial Group’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 		$3.67M Buy
8,477
+864
+11% +$262K 0.3% 57
2026
Q1 		$1.63M Buy
7,613
+3,350
+79% +$749K 0.16% 108
2025
Q4 		$730K Sell
4,263
-684
-14% -$106K 0.08% 186
2025
Q3 		$662K Buy
4,947
+1,659
+50% +$176K 0.07% 197
2025
Q2 		$320K Sell
3,288
-1,224
-27% -$97.1K 0.04% 290
2025
Q1 		$328K Buy
+4,512
New +$355K 0.04% 295
2024
Q4 		– Sell
-2,940
Closed -$240K – 403
2024
Q3 		$240K Buy
2,940
+10
+0.3% +$869 0.03% 341
2024
Q2 		$312K Sell
2,930
-220
-7% -$21.1K 0.05% 297
2024
Q1 		$306K Sell
3,150
-200
-6% -$17.6K 0.05% 284
2023
Q4 		$262K Buy
+3,350
New +$228K 0.05% 292
2022
Q2 		– Sell
-13,620
Closed -$732K – 270
2022
Q1 		$732K Buy
13,620
+400
+3% +$23.3K 0.28% 83
2021
Q4 		$950K Buy
13,220
+2,550
+24% +$160K 0.36% 69
2021
Q3 		$607K Buy
10,670
+1,840
+21% +$112K 0.13% 113
2021
Q2 		$574K Buy
8,830
+340
+4% +$21.5K 0.12% 109
2021
Q1 		$505K Sell
8,490
-430
-5% -$23.4K 0.11% 123
2020
Q4 		$421K Buy
8,920
+180
+2% +$7.57K 0.09% 171
2020
Q3 		$290K Buy
8,740
+530
+6% +$18.3K 0.08% 159
2020
Q2 		$265K Buy
+8,210
New +$224K 0.09% 151

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

Cooper Financial Group's LRCX Position: Q2 2026 in Review

Cooper Financial Group increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $262K and bringing the position to 8,477 shares worth $3.67M. The position accounts for 0.3% of the portfolio, ranked #57.

Cooper Financial Group first reported a position in LRCX in Q2 2020 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cooper Financial Group held 8,477 shares of Lam Research worth $3.67M as of Q2 2026.
  • Cooper Financial Group bought 864 Lam Research shares in Q2 2026, an estimated $262K.
  • Lam Research made up 0.3% of Cooper Financial Group's portfolio in Q2 2026, its #57 holding.
  • Cooper Financial Group first reported a position in Lam Research in Q2 2020 and has held it in 18 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.