Cypress Wealth Services’s Lam Research LRCX Stock Holding History

Cypress Wealth Services’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	$999K	Buy	2,305 +36	+2%	+$10.9K	0.12%	132
2026 Q1	$485K	Buy	2,269 +439	+24%	+$98.2K	0.07%	229
2025 Q4	$313K	Sell	1,830 -19	-1%	-$2.96K	0.04%	290
2025 Q3	$248K	Buy	+1,849	New	+$196K	0.04%	286
2021 Q2	–	Sell	-3,770	Closed	-$224K	–	293
2021 Q1	$224K	Buy	+3,770	New	+$205K	0.05%	263

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

Cypress Wealth Services's LRCX Position: Q2 2026 in Review

Cypress Wealth Services increased its Lam Research (LRCX) stake by 1.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,305 shares worth $999K. The position accounts for 0.12% of the portfolio, ranked #132.

Cypress Wealth Services first reported a position in LRCX in Q1 2021 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cypress Wealth Services held 2,305 shares of Lam Research worth $999K as of Q2 2026.
Cypress Wealth Services bought 36 Lam Research shares in Q2 2026, an estimated $10.9K.
Lam Research made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #132 holding.
Cypress Wealth Services first reported a position in Lam Research in Q1 2021 and has held it in 5 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.