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GFG Capital’s Lam Research LRCX Stock Holding History

GFG Capital’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 		$213K Buy
+492
New +$149K 0.06% 89
2025
Q3 		– Sell
-75
Closed -$7.3K – 221
2025
Q2 		$7.3K Buy
+75
New +$5.95K ﹤0.01% 235

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
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
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
Handelsbanken Fonder
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

GFG Capital's LRCX Position: Q2 2026 in Review

GFG Capital opened a new position in Lam Research (LRCX) in Q2 2026: 492 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #89 among its holdings. This is a return to the name: GFG Capital previously reported a position in LRCX as recently as Q2 2025.

GFG Capital first reported a position in LRCX in Q2 2025 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • GFG Capital held 492 shares of Lam Research worth $213K as of Q2 2026.
  • Lam Research was a new GFG Capital position in Q2 2026.
  • Lam Research made up 0.06% of GFG Capital's portfolio in Q2 2026, its #89 holding.
  • GFG Capital first reported a position in Lam Research in Q2 2025 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on GFG Capital's 13F filing for Q2 2026, filed 20 Jul 2026.