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Lee Financial’s Lam Research LRCX Stock Holding History

Lee Financial’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 		$291K Buy
+672
New +$204K 0.04% 140
2024
Q1 		– Sell
-1,170
Closed -$91.8K – 541
2023
Q4 		$91.8K Hold
1,170
– – 0.02% 184
2023
Q3 		$73.3K Buy
1,170
+10
+0.9% +$657 0.01% 183
2023
Q2 		$74.9K Hold
1,160
– – 0.01% 192
2023
Q1 		$61.6K Buy
1,160
+10
+0.9% +$491 0.01% 217
2022
Q4 		$48.5K Buy
1,150
+80
+7% +$3.35K 0.01% 253
2022
Q3 		$39K Sell
1,070
-60
-5% -$2.67K 0.01% 271
2022
Q2 		$48K Buy
1,130
+70
+7% +$3.33K 0.01% 250
2022
Q1 		$57K Sell
1,060
-310
-23% -$18K 0.01% 232
2021
Q4 		$99K Buy
1,370
+250
+22% +$15.7K 0.02% 192
2021
Q3 		$63K Buy
1,120
+40
+4% +$2.43K 0.01% 210
2021
Q2 		$71K Buy
1,080
+30
+3% +$1.89K 0.02% 205
2021
Q1 		$63K Hold
1,050
– – 0.01% 217
2020
Q4 		$50K Hold
1,050
– – 0.01% 211
2020
Q3 		$35K Buy
1,050
+10
+1% +$345 0.01% 263
2020
Q2 		$34K Sell
1,040
-1,990
-66% -$54.3K 0.01% 236
2020
Q1 		$73K Buy
3,030
+1,010
+50% +$29.1K 0.02% 145
2019
Q4 		$59K Buy
2,020
+10
+0.5% +$266 0.01% 177
2019
Q3 		$46K Buy
2,010
+10
+0.5% +$210 0.01% 199
2019
Q2 		$38K Hold
2,000
– – 0.01% 214
2019
Q1 		$36K Buy
+2,000
New +$33.4K 0.01% 207

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Lee Financial's LRCX Position: Q2 2026 in Review

Lee Financial opened a new position in Lam Research (LRCX) in Q2 2026: 672 shares worth $291K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings. This is a return to the name: Lee Financial previously reported a position in LRCX as recently as Q4 2023.

Lee Financial first reported a position in LRCX in Q1 2019 and has held it in 21 quarters since. 811 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Lee Financial held 672 shares of Lam Research worth $291K as of Q2 2026.
  • Lam Research was a new Lee Financial position in Q2 2026.
  • Lam Research made up 0.04% of Lee Financial's portfolio in Q2 2026, its #140 holding.
  • Lee Financial first reported a position in Lam Research in Q1 2019 and has held it in 21 quarters since.
  • 811 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.