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LRI Investments’s Lam Research LRCX Stock Holding History

LRI Investments’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 		$1.02M Sell
2,355
-91
-4% -$27.6K 0.08% 125
2026
Q1 		$523K Buy
2,446
+971
+66% +$217K 0.05% 180
2025
Q4 		$252K Sell
1,475
-321
-18% -$49.9K 0.02% 249
2025
Q3 		$241K Sell
1,796
-447
-20% -$47.3K 0.02% 264
2025
Q2 		$218K Buy
2,243
+88
+4% +$6.98K 0.02% 271
2025
Q1 		$157K Sell
2,155
-305
-12% -$24K 0.02% 304
2024
Q4 		$178K Sell
2,460
-23,170
-90% -$1.76M 0.02% 295
2024
Q3 		$192K Buy
25,630
+22,290
+667% +$1.94M 0.02% 289
2024
Q2 		$356K Buy
3,340
+1,560
+88% +$150K 0.04% 149
2024
Q1 		$173K Buy
+1,780
New +$157K 0.04% 141

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

LRI Investments's LRCX Position: Q2 2026 in Review

LRI Investments reduced its Lam Research (LRCX) stake by 3.7% in Q2 2026, selling an estimated $27.6K and leaving 2,355 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #125.

LRI Investments first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • LRI Investments held 2,355 shares of Lam Research worth $1.02M as of Q2 2026.
  • LRI Investments sold 91 Lam Research shares in Q2 2026, an estimated $27.6K.
  • Lam Research made up 0.08% of LRI Investments's portfolio in Q2 2026, its #125 holding.
  • LRI Investments first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.