Harrell Investment Partners’s Lam Research LRCX Stock Holding History

Harrell Investment Partners’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	$4.62M	Sell	10,660 -1,000	-9%	-$304K	1%	30
2026 Q1	$2.49M	Hold	11,660	–	–	0.59%	44
2025 Q4	$2M	Hold	11,660	–	–	0.47%	53
2025 Q3	$1.56M	Hold	11,660	–	–	0.37%	61
2025 Q2	$1.13M	Buy	11,660 +6,660	+133%	+$528K	0.29%	61
2025 Q1	$364K	Hold	5,000	–	–	0.11%	81
2024 Q4	$361K	Buy	+5,000	New	+$379K	0.1%	79
2024 Q3	–	Sell	-5,000	Closed	-$532K	–	96
2024 Q2	$532K	Hold	5,000	–	–	0.15%	74
2024 Q1	$486K	Hold	5,000	–	–	0.14%	71
2023 Q4	$392K	Hold	5,000	–	–	0.12%	76
2023 Q3	$315K	Hold	5,000	–	–	0.11%	80
2023 Q2	$321K	Hold	5,000	–	–	0.11%	77
2023 Q1	$210K	Hold	5,000	–	–	0.07%	92
2022 Q4	$210K	Buy	+5,000	New	+$209K	0.08%	91
2022 Q3	–	Sell	-5,000	Closed	-$213K	–	95
2022 Q2	$213K	Hold	5,000	–	–	0.09%	88
2022 Q1	$269K	Hold	5,000	–	–	0.1%	89
2021 Q4	$360K	Hold	5,000	–	–	0.11%	87
2021 Q3	$285K	Hold	5,000	–	–	0.09%	94
2021 Q2	$325K	Hold	5,000	–	–	0.11%	89
2021 Q1	$298K	Buy	+5,000	New	+$272K	0.11%	89

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

Harrell Investment Partners's LRCX Position: Q2 2026 in Review

Harrell Investment Partners reduced its Lam Research (LRCX) stake by 8.6% in Q2 2026, selling an estimated $304K and leaving 10,660 shares worth $4.62M. The position accounts for 1% of the portfolio, ranked #30.

Harrell Investment Partners first reported a position in LRCX in Q1 2021 and has held it in 20 quarters since. 924 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Harrell Investment Partners held 10,660 shares of Lam Research worth $4.62M as of Q2 2026.
Harrell Investment Partners sold 1,000 Lam Research shares in Q2 2026, an estimated $304K.
Lam Research made up 1% of Harrell Investment Partners's portfolio in Q2 2026, its #30 holding.
Harrell Investment Partners first reported a position in Lam Research in Q1 2021 and has held it in 20 quarters since.
924 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.