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Empirical Wealth Management’s Lam Research LRCX Stock Holding History

Empirical 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 		$32.1M Sell
73,978
-1,659
-2% -$504K 0.47% 35
2026
Q1 		$16.2M Buy
75,637
+7,861
+12% +$1.76M 0.28% 66
2025
Q4 		$11.6M Sell
67,776
-1,773
-3% -$276K 0.21% 84
2025
Q3 		$9.31M Buy
69,549
+45,145
+185% +$4.78M 0.19% 97
2025
Q2 		$2.38M Sell
24,404
-4,157
-15% -$330K 0.05% 210
2025
Q1 		$2.08M Sell
28,561
-50,262
-64% -$3.96M 0.05% 207
2024
Q4 		$5.69M Buy
78,823
+4,983
+7% +$378K 0.15% 110
2024
Q3 		$6.03M Buy
73,840
+7,990
+12% +$695K 0.17% 109
2024
Q2 		$7.01M Buy
65,850
+1,410
+2% +$135K 0.21% 92
2024
Q1 		$6.26M Buy
64,440
+4,460
+7% +$392K 0.19% 100
2023
Q4 		$4.7M Sell
59,980
-3,070
-5% -$209K 0.16% 109
2023
Q3 		$3.95M Buy
63,050
+25,420
+68% +$1.67M 0.15% 108
2023
Q2 		$2.42M Buy
37,630
+26,890
+250% +$1.52M 0.1% 138
2023
Q1 		$569K Buy
10,740
+610
+6% +$29.9K 0.02% 307
2022
Q4 		$426K Sell
10,130
-320
-3% -$13.4K 0.02% 331
2022
Q3 		$383K Buy
10,450
+1,640
+19% +$73K 0.02% 337
2022
Q2 		$375K Sell
8,810
-520
-6% -$24.8K 0.02% 342
2022
Q1 		$502K Sell
9,330
-240
-3% -$14K 0.03% 330
2021
Q4 		$688K Sell
9,570
-380
-4% -$23.8K 0.03% 280
2021
Q3 		$566K Buy
9,950
+860
+9% +$52.3K 0.03% 273
2021
Q2 		$591K Sell
9,090
-1,090
-11% -$68.8K 0.04% 270
2021
Q1 		$606K Buy
10,180
+1,510
+17% +$82.3K 0.05% 223
2020
Q4 		$409K Buy
8,670
+220
+3% +$9.26K 0.03% 272
2020
Q3 		$280K Hold
8,450
– – 0.02% 287
2020
Q2 		$273K Sell
8,450
-1,330
-14% -$36.3K 0.03% 289
2020
Q1 		$235K Sell
9,780
-2,660
-21% -$76.6K 0.03% 280
2019
Q4 		$364K Buy
12,440
+2,120
+21% +$56.3K 0.04% 230
2019
Q3 		$239K Buy
+10,320
New +$217K 0.03% 259

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Empirical Wealth Management reduced its Lam Research (LRCX) stake by 2.2% in Q2 2026, selling an estimated $504K and leaving 73,978 shares worth $32.1M. The position accounts for 0.47% of the portfolio, ranked #35.

Empirical Wealth Management first reported a position in LRCX in Q3 2019 and has held it in 28 quarters since. 1,260 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Empirical Wealth Management held 73,978 shares of Lam Research worth $32.1M as of Q2 2026.
  • Empirical Wealth Management sold 1,659 Lam Research shares in Q2 2026, an estimated $504K.
  • Lam Research made up 0.47% of Empirical Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Empirical Wealth Management first reported a position in Lam Research in Q3 2019 and has held it in 28 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.