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HM Payson & Co’s Lam Research LRCX Stock Holding History

HM Payson & Co’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 		$351M Sell
810,989
-32,270
-4% -$9.8M 4.66% 5
2026
Q1 		$180M Sell
843,259
-278,086
-25% -$62.2M 2.6% 7
2025
Q4 		$192M Sell
1,121,345
-171,361
-13% -$26.7M 2.71% 7
2025
Q3 		$173M Sell
1,292,706
-423
-0% -$44.8K 2.49% 7
2025
Q2 		$126M Buy
1,293,129
+132,727
+11% +$10.5M 1.99% 13
2025
Q1 		$84.4M Buy
1,160,402
+14,125
+1% +$1.11M 1.48% 22
2024
Q4 		$82.8M Buy
1,146,277
+38,997
+4% +$2.96M 1.4% 21
2024
Q3 		$90.4M Buy
1,107,280
+73,390
+7% +$6.38M 1.55% 17
2024
Q2 		$110M Sell
1,033,890
-42,560
-4% -$4.08M 2% 7
2024
Q1 		$105M Sell
1,076,450
-149,860
-12% -$13.2M 1.94% 11
2023
Q4 		$96.1M Sell
1,226,310
-27,650
-2% -$1.88M 1.99% 12
2023
Q3 		$78.6M Sell
1,253,960
-71,170
-5% -$4.68M 1.84% 15
2023
Q2 		$85.2M Sell
1,325,130
-24,190
-2% -$1.36M 1.91% 10
2023
Q1 		$71.5M Buy
1,349,320
+21,660
+2% +$1.06M 1.72% 18
2022
Q4 		$55.8M Buy
1,327,660
+105,710
+9% +$4.42M 1.39% 25
2022
Q3 		$44.7M Buy
1,221,950
+44,200
+4% +$1.97M 1.23% 29
2022
Q2 		$50.2M Buy
1,177,750
+176,550
+18% +$8.4M 1.29% 26
2022
Q1 		$53.8M Buy
1,001,200
+36,380
+4% +$2.12M 1.22% 29
2021
Q4 		$69.4M Sell
964,820
-54,920
-5% -$3.44M 1.51% 22
2021
Q3 		$58M Buy
1,019,740
+50,880
+5% +$3.1M 1.41% 23
2021
Q2 		$63M Buy
968,860
+86,400
+10% +$5.45M 1.54% 20
2021
Q1 		$52.5M Sell
882,460
-13,760
-2% -$750K 1.4% 24
2020
Q4 		$42.3M Buy
896,220
+32,450
+4% +$1.37M 1.17% 30
2020
Q3 		$28.7M Buy
863,770
+139,050
+19% +$4.79M 0.88% 36
2020
Q2 		$23.4M Buy
724,720
+92,120
+15% +$2.51M 0.79% 39
2020
Q1 		$15.2M Buy
632,600
+630,060
+24,806% +$18.1M 0.6% 51
2019
Q4 		$74K Sell
2,540
-500
-16% -$13.3K ﹤0.01% 517
2019
Q3 		$70K Buy
3,040
+1,150
+61% +$24.1K ﹤0.01% 538
2019
Q2 		$36K Buy
+1,890
New +$35.9K ﹤0.01% 653

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HM Payson & Co's LRCX Position: Q2 2026 in Review

HM Payson & Co reduced its Lam Research (LRCX) stake by 3.8% in Q2 2026, selling an estimated $9.8M and leaving 810,989 shares worth $351M. The position accounts for 4.66% of the portfolio, ranked #5.

HM Payson & Co first reported a position in LRCX in Q2 2019 and has held it in 29 quarters since. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • HM Payson & Co held 810,989 shares of Lam Research worth $351M as of Q2 2026.
  • HM Payson & Co sold 32,270 Lam Research shares in Q2 2026, an estimated $9.8M.
  • Lam Research made up 4.66% of HM Payson & Co's portfolio in Q2 2026, its #5 holding.
  • HM Payson & Co first reported a position in Lam Research in Q2 2019 and has held it in 29 quarters since.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.