First Pacific Financial’s Lam Research LRCX Stock Holding History

First Pacific Financial’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	$774K	Sell	1,787 -120	-6%	-$36.4K	0.09%	101
2026 Q1	$407K	Buy	1,907 +194	+11%	+$43.4K	0.05%	139
2025 Q4	$293K	Sell	1,713 -53	-3%	-$8.24K	0.04%	149
2025 Q3	$236K	Hold	1,766	–	–	0.03%	159
2025 Q2	$172K	Buy	1,766 +126	+8%	+$9.99K	0.03%	172
2025 Q1	$119K	Hold	1,640	–	–	0.02%	156
2024 Q4	$118K	Hold	1,640	–	–	0.03%	162
2024 Q3	$134K	Hold	1,640	–	–	0.03%	147
2024 Q2	$175K	Hold	1,640	–	–	0.04%	118
2024 Q1	$159K	Sell	1,640 -150	-8%	-$13.2K	0.04%	121
2023 Q4	$140K	Hold	1,790	–	–	0.04%	123
2023 Q3	$112K	Hold	1,790	–	–	0.05%	117
2023 Q2	$115K	Buy	+1,790	New	+$101K	0.05%	118

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

First Pacific Financial's LRCX Position: Q2 2026 in Review

First Pacific Financial reduced its Lam Research (LRCX) stake by 6.3% in Q2 2026, selling an estimated $36.4K and leaving 1,787 shares worth $774K. The position accounts for 0.09% of the portfolio, ranked #101.

First Pacific Financial first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

First Pacific Financial held 1,787 shares of Lam Research worth $774K as of Q2 2026.
First Pacific Financial sold 120 Lam Research shares in Q2 2026, an estimated $36.4K.
Lam Research made up 0.09% of First Pacific Financial's portfolio in Q2 2026, its #101 holding.
First Pacific Financial first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.