Deltec Asset Management’s Lam Research LRCX Stock Holding History

Deltec 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	$867K	Buy	+2,000	New	+$607K	0.13%	117
2022 Q3	–	Sell	-9,250	Closed	-$394K	–	234
2022 Q2	$394K	Hold	9,250	–	–	0.09%	179
2022 Q1	$497K	Buy	+9,250	New	+$538K	0.08%	162
2018 Q2	–	Sell	-12,300	Closed	-$250K	–	192
2018 Q1	$250K	Buy	+12,300	New	+$244K	0.05%	164

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

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

Deltec Asset Management opened a new position in Lam Research (LRCX) in Q2 2026: 2,000 shares worth $867K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings. This is a return to the name: Deltec Asset Management previously reported a position in LRCX as recently as Q2 2022.

Deltec Asset Management first reported a position in LRCX in Q1 2018 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Deltec Asset Management held 2,000 shares of Lam Research worth $867K as of Q2 2026.
Lam Research was a new Deltec Asset Management position in Q2 2026.
Lam Research made up 0.13% of Deltec Asset Management's portfolio in Q2 2026, its #117 holding.
Deltec Asset Management first reported a position in Lam Research in Q1 2018 and has held it in 4 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Deltec Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.