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Marshall Financial Group (Maryland)’s Lam Research LRCX Stock Holding History

Marshall Financial Group (Maryland)’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 		$9.39M Sell
21,674
-3,714
-15% -$1.13M 1.37% 17
2026
Q1 		$5.42M Sell
25,388
-547
-2% -$122K 0.87% 19
2025
Q4 		$4.44M Sell
25,935
-7,588
-23% -$1.18M 0.86% 23
2025
Q3 		$4.49M Buy
33,523
+450
+1% +$47.6K 0.87% 22
2025
Q2 		$3.25M Buy
33,073
+821
+3% +$65.1K 0.64% 29
2025
Q1 		$2.34M Buy
+32,252
New +$2.54M 0.51% 39
2024
Q4 		– Sell
-29,450
Closed -$2.4M – 224
2024
Q3 		$2.4M Sell
29,450
-130
-0.4% -$11.3K 0.57% 38
2024
Q2 		$3.15M Sell
29,580
-3,040
-9% -$292K 0.88% 22
2024
Q1 		$3.17M Buy
32,620
+60
+0.2% +$5.28K 0.91% 19
2023
Q4 		$2.55M Sell
32,560
-2,860
-8% -$195K 0.82% 25
2023
Q3 		$2.22M Sell
35,420
-740
-2% -$48.6K 0.8% 32
2023
Q2 		$2.32M Sell
36,160
-630
-2% -$35.5K 0.79% 31
2023
Q1 		$1.95M Sell
36,790
-7,320
-17% -$359K 0.7% 37
2022
Q4 		$1.85M Buy
44,110
+7,800
+21% +$326K 0.72% 40
2022
Q3 		$1.33M Buy
36,310
+1,140
+3% +$50.8K 0.56% 49
2022
Q2 		$1.5M Buy
35,170
+9,840
+39% +$468K 0.6% 45
2022
Q1 		$1.36M Buy
25,330
+1,660
+7% +$96.6K 0.56% 53
2021
Q4 		$1.7M Buy
23,670
+2,250
+11% +$141K 0.63% 34
2021
Q3 		$1.22M Buy
21,420
+1,350
+7% +$82.1K 0.63% 45
2021
Q2 		$1.31M Sell
20,070
-11,320
-36% -$715K 0.71% 27
2021
Q1 		$1.87M Sell
31,390
-520
-2% -$28.3K 1.12% 13
2020
Q4 		$1.51M Buy
+31,910
New +$1.34M 0.98% 18

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

Marshall Financial Group (Maryland)'s LRCX Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $1.13M and leaving 21,674 shares worth $9.39M. The position accounts for 1.37% of the portfolio, ranked #17.

Marshall Financial Group (Maryland) first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Marshall Financial Group (Maryland) held 21,674 shares of Lam Research worth $9.39M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 3,714 Lam Research shares in Q2 2026, an estimated $1.13M.
  • Lam Research made up 1.37% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #17 holding.
  • Marshall Financial Group (Maryland) first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.