LAM
LRCX icon

Lewis Asset Management’s Lam Research LRCX Stock Holding History

Lewis Asset Management’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 		$1.67M Sell
3,848
-283
-7% -$85.9K 0.58% 41
2026
Q1 		$883K Sell
4,131
-610
-13% -$136K 0.36% 68
2025
Q4 		$812K Sell
4,741
-133
-3% -$20.7K 0.33% 72
2025
Q3 		$653K Buy
4,874
+18
+0.4% +$1.91K 0.27% 87
2025
Q2 		$473K Buy
+4,856
New +$385K 0.22% 105

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Lewis Asset Management's LRCX Position: Q2 2026 in Review

Lewis Asset Management reduced its Lam Research (LRCX) stake by 6.9% in Q2 2026, selling an estimated $85.9K and leaving 3,848 shares worth $1.67M. The position accounts for 0.58% of the portfolio, ranked #41.

Lewis Asset Management first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Lewis Asset Management held 3,848 shares of Lam Research worth $1.67M as of Q2 2026.
  • Lewis Asset Management sold 283 Lam Research shares in Q2 2026, an estimated $85.9K.
  • Lam Research made up 0.58% of Lewis Asset Management's portfolio in Q2 2026, its #41 holding.
  • Lewis Asset Management first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.