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Guinness Atkinson Asset Management’s Lam Research LRCX Stock Holding History

Guinness Atkinson Asset 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 		$8.89M Sell
20,507
-5,531
-21% -$1.68M 3.98% 5
2026
Q1 		$5.56M Sell
26,038
-15,121
-37% -$3.38M 2.78% 21
2025
Q4 		$7.24M Sell
41,159
-12,245
-23% -$1.9M 3.41% 5
2025
Q3 		$7M Sell
53,404
-16,018
-23% -$1.7M 3.33% 9
2025
Q2 		$6.76M Sell
69,422
-5,498
-7% -$436K 3.54% 12
2025
Q1 		$5.45M Sell
74,920
-3,635
-5% -$286K 3.03% 18
2024
Q4 		$5.67M Buy
78,555
+3,605
+5% +$273K 2.89% 22
2024
Q3 		$6.12M Sell
74,950
-8,540
-10% -$743K 2.98% 22
2024
Q2 		$8.89M Sell
83,490
-11,030
-12% -$1.06M 4.35% 6
2024
Q1 		$9.18M Hold
94,520
– – 4.31% 4
2023
Q4 		$7.4M Sell
94,520
-2,050
-2% -$140K 3.79% 4
2023
Q3 		$6.05M Hold
96,570
– – 3.37% 7
2023
Q2 		$6.21M Sell
96,570
-2,290
-2% -$129K 3.29% 8
2023
Q1 		$5.24M Sell
98,860
-2,090
-2% -$103K 2.96% 14
2022
Q4 		$4.24M Sell
100,950
-5,060
-5% -$212K 2.67% 15
2022
Q3 		$3.88M Hold
106,010
– – 2.48% 20
2022
Q2 		$4.52M Sell
106,010
-10,080
-9% -$480K 2.63% 19
2022
Q1 		$6.24M Sell
116,090
-2,330
-2% -$136K 3% 19
2021
Q4 		$8.52M Sell
118,420
-3,300
-3% -$207K 3.72% 9
2021
Q3 		$6.93M Buy
121,720
+3,720
+3% +$226K 3.22% 22
2021
Q2 		$7.68M Hold
118,000
– – 3.4% 13
2021
Q1 		$7.02M Sell
118,000
-25,200
-18% -$1.37M 3.47% 10
2020
Q4 		$6.76M Sell
143,200
-27,000
-16% -$1.14M 3.62% 11
2020
Q3 		$5.65M Sell
170,200
-12,000
-7% -$413K 3.43% 18
2020
Q2 		$5.89M Sell
182,200
-19,900
-10% -$543K 3.81% 9
2020
Q1 		$4.85M Sell
202,100
-29,000
-13% -$835K 3.84% 8
2019
Q4 		$6.76M Sell
231,100
-17,500
-7% -$465K 4.76% 3
2019
Q3 		$5.75M Sell
248,600
-73,400
-23% -$1.54M 4.54% 6
2019
Q2 		$6.05M Hold
322,000
– – 4.49% 6
2019
Q1 		$5.76M Sell
322,000
-36,000
-10% -$601K 4.32% 14
2018
Q4 		$4.88M Sell
358,000
-11,000
-3% -$158K 4.16% 16
2018
Q3 		$5.6M Hold
369,000
– – 3.59% 16
2018
Q2 		$6.38M Hold
369,000
– – 3.58% 16
2018
Q1 		$7.5M Buy
+369,000
New +$7.31M 4.58% 12

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Guinness Atkinson Asset Management's LRCX Position: Q2 2026 in Review

Guinness Atkinson Asset Management reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $1.68M and leaving 20,507 shares worth $8.89M. The position accounts for 3.98% of the portfolio, ranked #5.

Guinness Atkinson Asset Management first reported a position in LRCX in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.18M in Q1 2024. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Guinness Atkinson Asset Management held 20,507 shares of Lam Research worth $8.89M as of Q2 2026.
  • Guinness Atkinson Asset Management sold 5,531 Lam Research shares in Q2 2026, an estimated $1.68M.
  • Lam Research made up 3.98% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #5 holding.
  • Guinness Atkinson Asset Management first reported a position in Lam Research in Q1 2018 and has held it in 34 quarters since.
  • Guinness Atkinson Asset Management's Lam Research position peaked at $9.18M in Q1 2024.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.