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Kaufman Rossin Wealth’s Lam Research LRCX Stock Holding History

Kaufman Rossin Wealth’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 		$350K Sell
992
-12
-1% -$3.64K 0.17% 68
2026
Q1 		$214K Sell
1,004
-214
-18% -$47.8K 0.12% 92
2025
Q4 		$208K Buy
+1,218
New +$189K 0.11% 149

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

Kaufman Rossin Wealth's LRCX Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Lam Research (LRCX) stake by 1.2% in Q2 2026, selling an estimated $3.64K and leaving 992 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #68.

Kaufman Rossin Wealth first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kaufman Rossin Wealth held 992 shares of Lam Research worth $350K as of Q2 2026.
  • Kaufman Rossin Wealth sold 12 Lam Research shares in Q2 2026, an estimated $3.64K.
  • Lam Research made up 0.17% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #68 holding.
  • Kaufman Rossin Wealth first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.