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Linden Thomas Advisory Services’s Lam Research LRCX Stock Holding History

Linden Thomas Advisory Services’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 		$9.69M Buy
22,359
+418
+2% +$127K 0.78% 13
2026
Q1 		$4.69M Sell
21,941
-20,484
-48% -$4.58M 0.45% 53
2025
Q4 		$7.26M Sell
42,425
-25
-0.1% -$3.89K 0.74% 15
2025
Q3 		$5.68M Buy
42,450
+614
+1% +$65K 0.58% 26
2025
Q2 		$4.07M Buy
41,836
+543
+1% +$43.1K 0.45% 53
2025
Q1 		$3M Buy
41,293
+1,988
+5% +$157K 0.39% 60
2024
Q4 		$2.84M Buy
39,305
+2,085
+6% +$158K 0.36% 67
2024
Q3 		$3.04M Buy
37,220
+1,980
+6% +$172K 0.42% 48
2024
Q2 		$3.75M Sell
35,240
-7,910
-18% -$759K 0.58% 20
2024
Q1 		$4.19M Buy
43,150
+2,170
+5% +$191K 0.67% 10
2023
Q4 		$3.21M Buy
40,980
+2,530
+7% +$172K 0.6% 15
2023
Q3 		$2.41M Buy
38,450
+13,390
+53% +$880K 0.54% 20
2023
Q2 		$1.61M Buy
25,060
+530
+2% +$29.9K 0.36% 88
2023
Q1 		$1.3M Buy
24,530
+390
+2% +$19.1K 0.32% 127
2022
Q4 		$1.01M Buy
+24,140
New +$1.01M 0.29% 152

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

Linden Thomas Advisory Services's LRCX Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Lam Research (LRCX) stake by 1.9% in Q2 2026, buying an estimated $127K and bringing the position to 22,359 shares worth $9.69M. The position accounts for 0.78% of the portfolio, ranked #13.

Linden Thomas Advisory Services first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Linden Thomas Advisory Services held 22,359 shares of Lam Research worth $9.69M as of Q2 2026.
  • Linden Thomas Advisory Services bought 418 Lam Research shares in Q2 2026, an estimated $127K.
  • Lam Research made up 0.78% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #13 holding.
  • Linden Thomas Advisory Services first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.