Gradient Investments’s Lam Research LRCX Stock Holding History

Gradient Investments’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	$65.1M	Buy	150,167 +6,371	+4%	+$1.93M	0.9%	25
2026 Q1	$30.7M	Sell	143,796 -24,314	-14%	-$5.44M	0.48%	65
2025 Q4	$28.8M	Sell	168,110 -83,483	-33%	-$13M	0.46%	70
2025 Q3	$33.7M	Buy	251,593 +7,141	+3%	+$756K	0.56%	60
2025 Q2	$23.8M	Buy	244,452 +10,427	+4%	+$827K	0.44%	78
2025 Q1	$17M	Buy	234,025 +16,468	+8%	+$1.3M	0.34%	91
2024 Q4	$15.7M	Buy	217,557 +32,737	+18%	+$2.48M	0.32%	89
2024 Q3	$15.1M	Sell	184,820 -26,180	-12%	-$2.28M	0.31%	94
2024 Q2	$22.5M	Buy	211,000 +21,400	+11%	+$2.05M	0.5%	60
2024 Q1	$18.4M	Buy	189,600 +43,300	+30%	+$3.81M	0.43%	68
2023 Q4	$11.5M	Buy	146,300 +145,850	+32,411%	+$9.94M	0.28%	118
2023 Q3	$28.2K	Sell	450 -30	-6%	-$1.97K	﹤0.01%	611
2023 Q2	$30.9K	Buy	480 +130	+37%	+$7.33K	﹤0.01%	608
2023 Q1	$18.6K	Sell	350 -120	-26%	-$5.89K	﹤0.01%	696
2022 Q4	$19.8K	Sell	470 -229,440	-100%	-$9.6M	﹤0.01%	691
2022 Q3	$8.41M	Buy	229,910 +115,900	+102%	+$5.16M	0.26%	112
2022 Q2	$4.86M	Buy	114,010 +113,970	+284,925%	+$5.43M	0.14%	140
2022 Q1	$2K	Sell	40 -20	-33%	-$1.16K	﹤0.01%	1042
2021 Q4	$4K	Buy	60 +20	+50%	+$1.25K	﹤0.01%	967
2021 Q3	$2K	Buy	+40	New	+$2.43K	﹤0.01%	1011
2021 Q1	–	Sell	-110	Closed	-$4K	–	1225
2020 Q4	$4K	Hold	110	–	–	﹤0.01%	846
2020 Q3	$4K	Buy	+110	New	+$3.79K	﹤0.01%	852
2020 Q2	–	Sell	-360	Closed	-$9K	–	1132
2020 Q1	$9K	Buy	360 +120	+50%	+$3.46K	﹤0.01%	674
2019 Q4	$7K	Buy	+240	New	+$6.37K	﹤0.01%	766
2018 Q4	–	Sell	-70	Closed	-$1K	–	1021
2018 Q3	$1K	Hold	70	–	–	﹤0.01%	917
2018 Q2	$1K	Sell	70 -20	-22%	-$385	﹤0.01%	906
2018 Q1	$2K	Sell	90 -20	-18%	-$396	﹤0.01%	830
2017 Q4	$2K	Buy	+110	New	+$2.16K	﹤0.01%	822
2017 Q2	–	Sell	-100	Closed	-$1K	–	867
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	720
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	679
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	657
2016 Q2	$1K	Hold	100	–	–	﹤0.01%	661
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	673
2015 Q4	$1K	Hold	100	–	–	﹤0.01%	633
2015 Q3	$1K	Hold	100	–	–	﹤0.01%	551
2015 Q2	$1K	Hold	100	–	–	﹤0.01%	577
2015 Q1	$1K	Hold	100	–	–	﹤0.01%	591
2014 Q4	$1K	Hold	100	–	–	﹤0.01%	528
2014 Q3	$1K	Hold	100	–	–	﹤0.01%	449
2014 Q2	$1K	Hold	100	–	–	﹤0.01%	466
2014 Q1	$1K	Sell	100 -2,000	-95%	-$10.6K	﹤0.01%	485
2013 Q4	$11K	Buy	+2,100	New	+$11K	﹤0.01%	378

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

Gradient Investments's LRCX Position: Q2 2026 in Review

Gradient Investments increased its Lam Research (LRCX) stake by 4.4% in Q2 2026, buying an estimated $1.93M and bringing the position to 150,167 shares worth $65.1M. The position accounts for 0.9% of the portfolio, ranked #25.

Gradient Investments first reported a position in LRCX in Q4 2013 and has held it in 42 quarters since. 869 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Gradient Investments held 150,167 shares of Lam Research worth $65.1M as of Q2 2026.
Gradient Investments bought 6,371 Lam Research shares in Q2 2026, an estimated $1.93M.
Lam Research made up 0.9% of Gradient Investments's portfolio in Q2 2026, its #25 holding.
Gradient Investments first reported a position in Lam Research in Q4 2013 and has held it in 42 quarters since.
869 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.