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Impact Capital Partners’s Lam Research LRCX Stock Holding History

Impact Capital 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 		$1.33M Buy
3,074
+97
+3% +$29.4K 0.36% 72
2026
Q1 		$636K Buy
2,977
+5
+0.2% +$1.12K 0.19% 107
2025
Q4 		$509K Sell
2,972
-43
-1% -$6.69K 0.15% 137
2025
Q3 		$404K Buy
3,015
+48
+2% +$5.08K 0.12% 167
2025
Q2 		$289K Buy
+2,967
New +$235K 0.09% 212

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
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
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

Impact Capital Partners's LRCX Position: Q2 2026 in Review

Impact Capital Partners increased its Lam Research (LRCX) stake by 3.3% in Q2 2026, buying an estimated $29.4K and bringing the position to 3,074 shares worth $1.33M. The position accounts for 0.36% of the portfolio, ranked #72.

Impact Capital Partners first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 747 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Impact Capital Partners held 3,074 shares of Lam Research worth $1.33M as of Q2 2026.
  • Impact Capital Partners bought 97 Lam Research shares in Q2 2026, an estimated $29.4K.
  • Lam Research made up 0.36% of Impact Capital Partners's portfolio in Q2 2026, its #72 holding.
  • Impact Capital Partners first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 747 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.