Core Wealth Partners’s Lam Research LRCX Stock Holding History

Core Wealth Partners’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	$1.77M	Buy	4,095 +95	+2%	+$28.8K	0.76%	34
2026 Q1	$855K	Hold	4,000	–	–	0.4%	59
2025 Q4	$685K	Hold	4,000	–	–	0.31%	71
2025 Q3	$536K	Hold	4,000	–	–	0.25%	85
2025 Q2	$389K	Hold	4,000	–	–	0.2%	102
2025 Q1	$291K	Hold	4,000	–	–	0.17%	122
2024 Q4	$289K	Buy	+4,000	New	+$303K	0.17%	125
2024 Q3	–	Sell	-4,000	Closed	-$426K	–	167
2024 Q2	$426K	Buy	+4,000	New	+$384K	0.29%	74

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Core Wealth Partners's LRCX Position: Q2 2026 in Review

Core Wealth Partners increased its Lam Research (LRCX) stake by 2.4% in Q2 2026, buying an estimated $28.8K and bringing the position to 4,095 shares worth $1.77M. The position accounts for 0.76% of the portfolio, ranked #34.

Core Wealth Partners first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Core Wealth Partners held 4,095 shares of Lam Research worth $1.77M as of Q2 2026.
Core Wealth Partners bought 95 Lam Research shares in Q2 2026, an estimated $28.8K.
Lam Research made up 0.76% of Core Wealth Partners's portfolio in Q2 2026, its #34 holding.
Core Wealth Partners first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
990 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.