Investment Partners Asset Management’s Lam Research LRCX Stock Holding History

Investment Partners 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	$1.62M	Sell	3,744 -376	-9%	-$114K	0.9%	30
2026 Q1	$880K	Sell	4,120 -135	-3%	-$30.2K	0.54%	53
2025 Q4	$728K	Sell	4,255 -118	-3%	-$18.4K	0.45%	63
2025 Q3	$586K	Hold	4,373	–	–	0.39%	75
2025 Q2	$426K	Hold	4,373	–	–	0.3%	104
2025 Q1	$318K	Buy	4,373 +226	+5%	+$17.8K	0.25%	113
2024 Q4	$300K	Buy	4,147 +127	+3%	+$9.63K	0.24%	113
2024 Q3	$328K	Hold	4,020	–	–	0.27%	105
2024 Q2	$428K	Sell	4,020 -10	-0.2%	-$959	0.38%	82
2024 Q1	$392K	Sell	4,030 -240	-6%	-$21.1K	0.35%	89
2023 Q4	$334K	Buy	+4,270	New	+$291K	0.33%	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

Investment Partners Asset Management's LRCX Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Lam Research (LRCX) stake by 9.1% in Q2 2026, selling an estimated $114K and leaving 3,744 shares worth $1.62M. The position accounts for 0.9% of the portfolio, ranked #30.

Investment Partners Asset Management first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Investment Partners Asset Management held 3,744 shares of Lam Research worth $1.62M as of Q2 2026.
Investment Partners Asset Management sold 376 Lam Research shares in Q2 2026, an estimated $114K.
Lam Research made up 0.9% of Investment Partners Asset Management's portfolio in Q2 2026, its #30 holding.
Investment Partners Asset Management first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.