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Cyndeo Wealth Partners’s Lam Research LRCX Stock Holding History

Cyndeo 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 		$4.22M Buy
9,731
+855
+10% +$260K 0.2% 122
2026
Q1 		$1.9M Buy
8,876
+5,338
+151% +$1.19M 0.1% 172
2025
Q4 		$606K Buy
3,538
+1,501
+74% +$233K 0.03% 297
2025
Q3 		$273K Sell
2,037
-997
-33% -$106K 0.02% 408
2025
Q2 		$295K Buy
+3,034
New +$241K 0.02% 387
2024
Q3 		– Sell
-6,290
Closed -$670K – 457
2024
Q2 		$670K Buy
6,290
+3,760
+149% +$361K 0.05% 248
2024
Q1 		$246K Buy
+2,530
New +$223K 0.02% 348

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Lam Research (LRCX) stake by 9.6% in Q2 2026, buying an estimated $260K and bringing the position to 9,731 shares worth $4.22M. The position accounts for 0.2% of the portfolio, ranked #122.

Cyndeo Wealth Partners first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cyndeo Wealth Partners held 9,731 shares of Lam Research worth $4.22M as of Q2 2026.
  • Cyndeo Wealth Partners bought 855 Lam Research shares in Q2 2026, an estimated $260K.
  • Lam Research made up 0.2% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • Cyndeo Wealth Partners first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.