J.W. Burns & Co’s Lam Research LRCX Stock Holding History

J.W. Burns & 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	$4.86M	Buy	11,214 +15	+0.1%	+$4.55K	0.51%	50
2026 Q1	$2.39M	Buy	11,199 +19	+0.2%	+$4.25K	0.27%	67
2025 Q4	$1.91M	Hold	11,180	–	–	0.21%	74
2025 Q3	$1.5M	Sell	11,180 -100	-0.9%	-$10.6K	0.17%	86
2025 Q2	$1.1M	Hold	11,280	–	–	0.13%	92
2025 Q1	$820K	Hold	11,280	–	–	0.11%	107
2024 Q4	$815K	Buy	+11,280	New	+$856K	0.1%	111
2024 Q3	–	Sell	-11,220	Closed	-$1.19M	–	189
2024 Q2	$1.19M	Hold	11,220	–	–	0.16%	88
2024 Q1	$1.09M	Hold	11,220	–	–	0.15%	94
2023 Q4	$879K	Hold	11,220	–	–	0.13%	100
2023 Q3	$703K	Hold	11,220	–	–	0.11%	111
2023 Q2	$721K	Hold	11,220	–	–	0.12%	103
2023 Q1	$595K	Hold	11,220	–	–	0.1%	109
2022 Q4	$472K	Hold	11,220	–	–	0.09%	122
2022 Q3	$411K	Buy	+11,220	New	+$500K	0.08%	125

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

J.W. Burns & Co's LRCX Position: Q2 2026 in Review

J.W. Burns & Co increased its Lam Research (LRCX) stake by 0.13% in Q2 2026, buying an estimated $4.55K and bringing the position to 11,214 shares worth $4.86M. The position accounts for 0.51% of the portfolio, ranked #50.

J.W. Burns & Co first reported a position in LRCX in Q3 2022 and has held it in 15 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

J.W. Burns & Co held 11,214 shares of Lam Research worth $4.86M as of Q2 2026.
J.W. Burns & Co bought 15 Lam Research shares in Q2 2026, an estimated $4.55K.
Lam Research made up 0.51% of J.W. Burns & Co's portfolio in Q2 2026, its #50 holding.
J.W. Burns & Co first reported a position in Lam Research in Q3 2022 and has held it in 15 quarters since.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.