Dogwood Wealth Management’s Lam Research LRCX Stock Holding History

Dogwood Wealth 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	$561K	Buy	1,295 +1,043	+414%	+$317K	0.22%	47
2026 Q1	$53.8K	Buy	252 +152	+152%	+$34K	0.02%	142
2025 Q4	$17.1K	Buy	100 +20	+25%	+$3.11K	0.01%	219
2025 Q3	$10.7K	Sell	80 -32	-29%	-$3.39K	﹤0.01%	268
2025 Q2	$11.2K	Buy	112 +31	+38%	+$2.46K	0.01%	250
2025 Q1	$5.9K	Buy	+81	New	+$6.38K	﹤0.01%	233

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

Dogwood Wealth Management's LRCX Position: Q2 2026 in Review

Dogwood Wealth Management increased its Lam Research (LRCX) stake by 414% in Q2 2026, buying an estimated $317K and bringing the position to 1,295 shares worth $561K. The position accounts for 0.22% of the portfolio, ranked #47.

Dogwood Wealth Management first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Dogwood Wealth Management held 1,295 shares of Lam Research worth $561K as of Q2 2026.
Dogwood Wealth Management bought 1,043 Lam Research shares in Q2 2026, an estimated $317K.
Lam Research made up 0.22% of Dogwood Wealth Management's portfolio in Q2 2026, its #47 holding.
Dogwood Wealth Management first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.