KDA
LRCX icon

Kraft Davis & Associates’s Lam Research LRCX Stock Holding History

Kraft Davis & Associates’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 		$594K Buy
1,781
+170
+11% +$51.6K 0.12% 74
2026
Q1 		$411K Hold
1,611
– – 0.09% 96
2025
Q4 		$345K Buy
1,611
+16
+1% +$2.49K 0.08% 116
2025
Q3 		$239K Buy
+1,595
New +$169K 0.06% 131

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

Kraft Davis & Associates's LRCX Position: Q2 2026 in Review

Kraft Davis & Associates increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $51.6K and bringing the position to 1,781 shares worth $594K. The position accounts for 0.12% of the portfolio, ranked #74.

Kraft Davis & Associates first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kraft Davis & Associates held 1,781 shares of Lam Research worth $594K as of Q2 2026.
  • Kraft Davis & Associates bought 170 Lam Research shares in Q2 2026, an estimated $51.6K.
  • Lam Research made up 0.12% of Kraft Davis & Associates's portfolio in Q2 2026, its #74 holding.
  • Kraft Davis & Associates first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.