Cove Private Wealth’s Lam Research LRCX Stock Holding History

Cove Private Wealth’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	$2.5M	Hold	5,760	–	–	0.48%	40
2026 Q1	$1.23M	Hold	5,760	–	–	0.28%	69
2025 Q4	$986K	Hold	5,760	–	–	0.29%	72
2025 Q3	$771K	Hold	5,760	–	–	0.24%	86
2025 Q2	$561K	Buy	+5,760	New	+$457K	0.2%	97

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Cove Private Wealth's LRCX Position: Q2 2026 in Review

Cove Private Wealth held its Lam Research (LRCX) position steady in Q2 2026 at 5,760 shares worth $2.5M. The position accounts for 0.48% of the portfolio, ranked #40.

Cove Private Wealth first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 1,352 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cove Private Wealth held 5,760 shares of Lam Research worth $2.5M as of Q2 2026.
Cove Private Wealth left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.48% of Cove Private Wealth's portfolio in Q2 2026, its #40 holding.
Cove Private Wealth first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
1,352 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.