Gallacher Capital Management’s Lam Research LRCX Stock Holding History

Gallacher Capital 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	$1.22M	Sell	2,826 -687	-20%	-$209K	0.69%	24
2026 Q1	$751K	Buy	3,513 +1,700	+94%	+$380K	0.29%	100
2025 Q4	$310K	Buy	1,813 +20	+1%	+$3.11K	0.12%	227
2025 Q3	$240K	Buy	+1,793	New	+$190K	0.09%	280
2025 Q1	–	Sell	-5,948	Closed	-$430K	–	320
2024 Q4	$430K	Sell	5,948 -1,012	-15%	-$76.8K	0.21%	122
2024 Q3	$568K	Buy	6,960 +3,160	+83%	+$275K	0.26%	82
2024 Q2	$405K	Sell	3,800 -140	-4%	-$13.4K	0.21%	125
2024 Q1	$383K	Sell	3,940 -870	-18%	-$76.5K	0.19%	137
2023 Q4	$377K	Sell	4,810 -1,040	-18%	-$70.9K	0.21%	117
2023 Q3	$367K	Sell	5,850 -740	-11%	-$48.6K	0.23%	102
2023 Q2	$424K	Sell	6,590 -2,440	-27%	-$138K	0.24%	102
2023 Q1	$479K	Sell	9,030 -140	-2%	-$6.87K	0.29%	81
2022 Q4	$385K	Buy	+9,170	New	+$384K	0.23%	99

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

Gallacher Capital Management's LRCX Position: Q2 2026 in Review

Gallacher Capital Management reduced its Lam Research (LRCX) stake by 20% in Q2 2026, selling an estimated $209K and leaving 2,826 shares worth $1.22M. The position accounts for 0.69% of the portfolio, ranked #24.

Gallacher Capital Management first reported a position in LRCX in Q4 2022 and has held it in 13 quarters since. 928 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Gallacher Capital Management held 2,826 shares of Lam Research worth $1.22M as of Q2 2026.
Gallacher Capital Management sold 687 Lam Research shares in Q2 2026, an estimated $209K.
Lam Research made up 0.69% of Gallacher Capital Management's portfolio in Q2 2026, its #24 holding.
Gallacher Capital Management first reported a position in Lam Research in Q4 2022 and has held it in 13 quarters since.
928 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.