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M & L Capital Management’s Lam Research LRCX Stock Holding History

M & L Capital 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 		– Sell
-78,050
Closed -$16.7M – 23
2026
Q1 		$16.7M Buy
+78,050
New +$17.5M 4.1% 5

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

M & L Capital Management's LRCX Position: Q2 2026 in Review

M & L Capital Management sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 78,050 shares — an estimated $16.7M sold.

M & L Capital Management first reported a position in LRCX in Q1 2026 and held it in 1 quarter. The position peaked at $16.7M in Q1 2026. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • M & L Capital Management reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • M & L Capital Management sold 78,050 Lam Research shares in Q2 2026, an estimated $16.7M.
  • M & L Capital Management first reported a position in Lam Research in Q1 2026 and held it in 1 quarter.
  • M & L Capital Management's Lam Research position peaked at $16.7M in Q1 2026.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.