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EWA LLC’s Lam Research LRCX Stock Holding History

EWA LLC’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 		$1.8M Buy
4,146
+250
+6% +$75.9K 0.33% 44
2026
Q1 		$833K Buy
3,896
+489
+14% +$109K 0.19% 64
2025
Q4 		$583K Buy
3,407
+309
+10% +$48.1K 0.14% 85
2025
Q3 		$415K Buy
3,098
+135
+5% +$14.3K 0.11% 96
2025
Q2 		$288K Buy
+2,963
New +$235K 0.09% 126
2024
Q3 		– Sell
-2,800
Closed -$269K – 176
2024
Q2 		$269K Buy
2,800
+200
+8% +$19.2K 0.11% 94
2024
Q1 		$238K Buy
2,600
+200
+8% +$17.6K 0.11% 97
2023
Q4 		$202K Buy
+2,400
New +$164K 0.1% 109

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

EWA LLC's LRCX Position: Q2 2026 in Review

EWA LLC increased its Lam Research (LRCX) stake by 6.4% in Q2 2026, buying an estimated $75.9K and bringing the position to 4,146 shares worth $1.8M. The position accounts for 0.33% of the portfolio, ranked #44.

EWA LLC first reported a position in LRCX in Q4 2023 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • EWA LLC held 4,146 shares of Lam Research worth $1.8M as of Q2 2026.
  • EWA LLC bought 250 Lam Research shares in Q2 2026, an estimated $75.9K.
  • Lam Research made up 0.33% of EWA LLC's portfolio in Q2 2026, its #44 holding.
  • EWA LLC first reported a position in Lam Research in Q4 2023 and has held it in 8 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.