Legacy Private Trust’s Lam Research LRCX Stock Holding History

Legacy Private Trust’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	$2.43M	Buy	5,597 +4,648	+490%	+$1.41M	0.13%	114
2026 Q1	$203K	Buy	+949	New	+$212K	0.01%	257
2018 Q4	–	Sell	-13,370	Closed	-$203K	–	230
2018 Q3	$203K	Sell	13,370 -12,530	-48%	-$214K	0.02%	225
2018 Q2	$448K	Hold	25,900	–	–	0.05%	175
2018 Q1	$526K	Sell	25,900 -13,000	-33%	-$257K	0.06%	175
2017 Q4	$716K	Hold	38,900	–	–	0.08%	153
2017 Q3	$720K	Sell	38,900 -10,000	-20%	-$162K	0.09%	158
2017 Q2	$692K	Hold	48,900	–	–	0.09%	159
2017 Q1	$628K	Hold	48,900	–	–	0.08%	168
2016 Q4	$517K	Buy	48,900 +900	+2%	+$9.14K	0.07%	178
2016 Q3	$455K	Hold	48,000	–	–	0.06%	179
2016 Q2	$403K	Buy	48,000 +6,500	+16%	+$52.2K	0.06%	182
2016 Q1	$343K	Hold	41,500	–	–	0.05%	192
2015 Q4	$330K	Hold	41,500	–	–	0.05%	201
2015 Q3	$271K	Hold	41,500	–	–	0.04%	209
2015 Q2	$338K	Hold	41,500	–	–	0.05%	209
2015 Q1	$291K	Hold	41,500	–	–	0.04%	213
2014 Q4	$329K	Hold	41,500	–	–	0.05%	212
2014 Q3	$310K	Buy	+41,500	New	+$296K	0.05%	213

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

Legacy Private Trust's LRCX Position: Q2 2026 in Review

Legacy Private Trust increased its Lam Research (LRCX) stake by 490% in Q2 2026, buying an estimated $1.41M and bringing the position to 5,597 shares worth $2.43M. The position accounts for 0.13% of the portfolio, ranked #114.

Legacy Private Trust first reported a position in LRCX in Q3 2014 and has held it in 19 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Legacy Private Trust held 5,597 shares of Lam Research worth $2.43M as of Q2 2026.
Legacy Private Trust bought 4,648 Lam Research shares in Q2 2026, an estimated $1.41M.
Lam Research made up 0.13% of Legacy Private Trust's portfolio in Q2 2026, its #114 holding.
Legacy Private Trust first reported a position in Lam Research in Q3 2014 and has held it in 19 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.