CWA Asset Management Group’s Lam Research LRCX Stock Holding History

CWA Asset Management 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	$20.4M	Sell	46,999 -2,553	-5%	-$775K	0.62%	31
2026 Q1	$10.6M	Sell	49,552 -658	-1%	-$147K	0.36%	59
2025 Q4	$8.6M	Buy	50,210 +2,613	+5%	+$406K	0.31%	68
2025 Q3	$6.37M	Buy	47,597 +22,171	+87%	+$2.35M	0.24%	87
2025 Q2	$2.47M	Sell	25,426 -6,620	-21%	-$525K	0.1%	178
2025 Q1	$2.33M	Buy	32,046 +326	+1%	+$25.7K	0.11%	170
2024 Q4	$2.29M	Buy	31,720 +2,750	+9%	+$209K	0.12%	153
2024 Q3	$2.36M	Buy	+28,970	New	+$2.52M	0.13%	141
2024 Q1	$2.4M	Buy	24,660 +8,650	+54%	+$761K	0.15%	138
2023 Q4	$1.25M	Buy	16,010 +4,400	+38%	+$300K	0.09%	147
2023 Q3	$727K	Buy	11,610 +2,460	+27%	+$162K	0.05%	169
2023 Q2	$588K	Buy	9,150 +2,360	+35%	+$133K	0.04%	189
2023 Q1	$360K	Buy	+6,790	New	+$333K	0.03%	238

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

CWA Asset Management Group's LRCX Position: Q2 2026 in Review

CWA Asset Management Group reduced its Lam Research (LRCX) stake by 5.2% in Q2 2026, selling an estimated $775K and leaving 46,999 shares worth $20.4M. The position accounts for 0.62% of the portfolio, ranked #31.

CWA Asset Management Group first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. 957 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

CWA Asset Management Group held 46,999 shares of Lam Research worth $20.4M as of Q2 2026.
CWA Asset Management Group sold 2,553 Lam Research shares in Q2 2026, an estimated $775K.
Lam Research made up 0.62% of CWA Asset Management Group's portfolio in Q2 2026, its #31 holding.
CWA Asset Management Group first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
957 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.