Main Street Research’s Lam Research LRCX Stock Holding History

Main Street Research’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	$874K	Buy	2,016 +28	+1%	+$8.5K	0.04%	68
2026 Q1	$425K	Buy	1,988 +464	+30%	+$104K	0.02%	91
2025 Q4	$261K	Buy	+1,524	New	+$237K	0.01%	114
2024 Q3	–	Sell	-2,260	Closed	-$241K	–	113
2024 Q2	$241K	Sell	2,260 -150	-6%	-$14.4K	0.02%	88
2024 Q1	$235K	Buy	+2,410	New	+$212K	0.02%	95
2022 Q1	–	Sell	-5,680	Closed	-$409K	–	136
2021 Q4	$409K	Sell	5,680 -60	-1%	-$3.76K	0.03%	92
2021 Q3	$327K	Hold	5,740	–	–	0.03%	99
2021 Q2	$374K	Buy	+5,740	New	+$362K	0.03%	94
2018 Q3	–	Sell	-506,240	Closed	-$8.75M	–	117
2018 Q2	$8.75M	Buy	506,240 +1,950	+0.4%	+$37.6K	1.37%	37
2018 Q1	$10.2M	Sell	504,290 -471,230	-48%	-$9.33M	1.62%	38
2017 Q4	$18M	Buy	975,520 +1,940	+0.2%	+$38.1K	2.73%	7
2017 Q3	$18M	Sell	973,580 -6,160	-0.6%	-$100K	2.91%	4
2017 Q2	$13.9M	Buy	979,740 +33,670	+4%	+$494K	2.26%	9
2017 Q1	$12.1M	Buy	946,070 +8,460	+0.9%	+$99.5K	2.13%	9
2016 Q4	$9.91M	Buy	+937,610	New	+$9.52M	1.93%	18

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Main Street Research's LRCX Position: Q2 2026 in Review

Main Street Research increased its Lam Research (LRCX) stake by 1.4% in Q2 2026, buying an estimated $8.5K and bringing the position to 2,016 shares worth $874K. The position accounts for 0.04% of the portfolio, ranked #68.

Main Street Research first reported a position in LRCX in Q4 2016 and has held it in 15 quarters since. The position peaked at $18M in Q3 2017. 1,341 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Main Street Research held 2,016 shares of Lam Research worth $874K as of Q2 2026.
Main Street Research bought 28 Lam Research shares in Q2 2026, an estimated $8.5K.
Lam Research made up 0.04% of Main Street Research's portfolio in Q2 2026, its #68 holding.
Main Street Research first reported a position in Lam Research in Q4 2016 and has held it in 15 quarters since.
Main Street Research's Lam Research position peaked at $18M in Q3 2017.
1,341 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.