Great Waters Wealth Management’s Lam Research LRCX Stock Holding History

Great Waters Wealth 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	$815K	Hold	1,881	–	–	0.08%	53
2026 Q1	$402K	Hold	1,881	–	–	0.04%	72
2025 Q4	$322K	Hold	1,881	–	–	0.04%	85
2025 Q3	$252K	Buy	+1,881	New	+$199K	0.03%	97
2024 Q3	–	Sell	-2,050	Closed	-$218K	–	111
2024 Q2	$218K	Buy	+2,050	New	+$197K	0.03%	92

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

Great Waters Wealth Management's LRCX Position: Q2 2026 in Review

Great Waters Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 1,881 shares worth $815K. The position accounts for 0.08% of the portfolio, ranked #53.

Great Waters Wealth Management first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Great Waters Wealth Management held 1,881 shares of Lam Research worth $815K as of Q2 2026.
Great Waters Wealth Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.08% of Great Waters Wealth Management's portfolio in Q2 2026, its #53 holding.
Great Waters Wealth Management first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.