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Grimes & Company’s Lam Research LRCX Stock Holding History

Grimes & Company’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 		$6.88M Sell
15,874
-2,547
-14% -$773K 0.15% 98
2026
Q1 		$3.94M Buy
18,421
+6,445
+54% +$1.44M 0.11% 125
2025
Q4 		$2.05M Buy
11,976
+2,620
+28% +$407K 0.05% 191
2025
Q3 		$1.25M Buy
+9,356
New +$991K 0.03% 218

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
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Grimes & Company's LRCX Position: Q2 2026 in Review

Grimes & Company reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $773K and leaving 15,874 shares worth $6.88M. The position accounts for 0.15% of the portfolio, ranked #98.

Grimes & Company first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 974 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Grimes & Company held 15,874 shares of Lam Research worth $6.88M as of Q2 2026.
  • Grimes & Company sold 2,547 Lam Research shares in Q2 2026, an estimated $773K.
  • Lam Research made up 0.15% of Grimes & Company's portfolio in Q2 2026, its #98 holding.
  • Grimes & Company first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 974 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.