Cornerstone Wealth Management’s Lam Research LRCX Stock Holding History

Cornerstone Wealth 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	$469K	Sell	1,083 -341	-24%	-$104K	0.02%	508
2026 Q1	$304K	Buy	1,424 +26	+2%	+$5.81K	0.02%	571
2025 Q4	$239K	Buy	+1,398	New	+$217K	0.01%	612
2018 Q4	–	Sell	-448,720	Closed	-$243K	–	805
2018 Q3	$243K	Sell	448,720 -245,210	-35%	-$4.19M	﹤0.01%	1141
2018 Q2	$401K	Buy	693,930 +683,150	+6,337%	+$13.2M	﹤0.01%	1074
2018 Q1	$209K	Buy	+10,780	New	+$214K	0.04%	355

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Cornerstone Wealth Management's LRCX Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Lam Research (LRCX) stake by 24% in Q2 2026, selling an estimated $104K and leaving 1,083 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #508.

Cornerstone Wealth Management first reported a position in LRCX in Q1 2018 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cornerstone Wealth Management held 1,083 shares of Lam Research worth $469K as of Q2 2026.
Cornerstone Wealth Management sold 341 Lam Research shares in Q2 2026, an estimated $104K.
Lam Research made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #508 holding.
Cornerstone Wealth Management first reported a position in Lam Research in Q1 2018 and has held it in 6 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.