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J.M. Forbes & Co’s Lam Research LRCX Stock Holding History

J.M. Forbes & 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 		$648K Hold
1,496
– – 0.05% 101
2026
Q1 		$320K Hold
1,496
– – 0.03% 122
2025
Q4 		$256K Hold
1,496
– – 0.02% 133
2025
Q3 		$200K Buy
+1,496
New +$158K 0.02% 140

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
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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J.M. Forbes & Co's LRCX Position: Q2 2026 in Review

J.M. Forbes & Co held its Lam Research (LRCX) position steady in Q2 2026 at 1,496 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #101.

J.M. Forbes & Co first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • J.M. Forbes & Co held 1,496 shares of Lam Research worth $648K as of Q2 2026.
  • J.M. Forbes & Co left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.05% of J.M. Forbes & Co's portfolio in Q2 2026, its #101 holding.
  • J.M. Forbes & Co first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 940 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.