Fisher Funds Management’s Lam Research LRCX Stock Holding History

Fisher Funds 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	$13.6M	Sell	31,319 -22,114	-41%	-$6.71M	0.39%	74
2026 Q1	$11.4M	Hold	53,433	–	–	0.33%	77
2025 Q4	$9.13M	Hold	53,433	–	–	0.24%	93
2025 Q3	$7.15M	Hold	53,433	–	–	0.19%	101
2025 Q2	$5.2M	Sell	53,433 -5,937	-10%	-$471K	0.12%	114
2025 Q1	$4.32M	Hold	59,370	–	–	0.1%	127
2024 Q4	$4.27M	Buy	+59,370	New	+$4.5M	0.1%	131

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Fisher Funds Management's LRCX Position: Q2 2026 in Review

Fisher Funds Management reduced its Lam Research (LRCX) stake by 41% in Q2 2026, selling an estimated $6.71M and leaving 31,319 shares worth $13.6M. The position accounts for 0.39% of the portfolio, ranked #74.

Fisher Funds Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fisher Funds Management held 31,319 shares of Lam Research worth $13.6M as of Q2 2026.
Fisher Funds Management sold 22,114 Lam Research shares in Q2 2026, an estimated $6.71M.
Lam Research made up 0.39% of Fisher Funds Management's portfolio in Q2 2026, its #74 holding.
Fisher Funds Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.