Covenant Asset Management’s Lam Research LRCX Stock Holding History

Covenant Asset 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	$585K	Hold	1,350	–	–	0.1%	111
2026 Q1	$288K	Hold	1,350	–	–	0.04%	144
2025 Q4	$231K	Buy	+1,350	New	+$210K	0.03%	160
2024 Q3	–	Sell	-1,980	Closed	-$211K	–	170
2024 Q2	$211K	Buy	+1,980	New	+$190K	0.03%	157

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

Covenant Asset Management's LRCX Position: Q2 2026 in Review

Covenant Asset Management held its Lam Research (LRCX) position steady in Q2 2026 at 1,350 shares worth $585K. The position accounts for 0.1% of the portfolio, ranked #111.

Covenant Asset Management first reported a position in LRCX in Q2 2024 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Covenant Asset Management held 1,350 shares of Lam Research worth $585K as of Q2 2026.
Covenant Asset Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.1% of Covenant Asset Management's portfolio in Q2 2026, its #111 holding.
Covenant Asset Management first reported a position in Lam Research in Q2 2024 and has held it in 4 quarters since.
924 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.