Kesler Norman & Wride’s Lam Research LRCX Stock Holding History

Kesler Norman & Wride’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	$3.57M	Buy	8,239 +529	+7%	+$161K	0.57%	52
2026 Q1	$1.65M	Buy	7,710 +2,865	+59%	+$641K	0.28%	87
2025 Q4	$829K	Buy	+4,845	New	+$754K	0.14%	152
2024 Q4	–	Sell	-5,160	Closed	-$422K	–	236
2024 Q3	$422K	Buy	+5,160	New	+$449K	0.08%	184

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

Kesler Norman & Wride's LRCX Position: Q2 2026 in Review

Kesler Norman & Wride increased its Lam Research (LRCX) stake by 6.9% in Q2 2026, buying an estimated $161K and bringing the position to 8,239 shares worth $3.57M. The position accounts for 0.57% of the portfolio, ranked #52.

Kesler Norman & Wride first reported a position in LRCX in Q3 2024 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Kesler Norman & Wride held 8,239 shares of Lam Research worth $3.57M as of Q2 2026.
Kesler Norman & Wride bought 529 Lam Research shares in Q2 2026, an estimated $161K.
Lam Research made up 0.57% of Kesler Norman & Wride's portfolio in Q2 2026, its #52 holding.
Kesler Norman & Wride first reported a position in Lam Research in Q3 2024 and has held it in 4 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.