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Martin Capital Advisors’s Lam Research LRCX Stock Holding History

Martin Capital Advisors’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 		$11.8M Buy
27,285
+77
+0.3% +$23.4K 6.2% 3
2026
Q1 		$5.81M Sell
27,208
-1,684
-6% -$377K 3.67% 6
2025
Q4 		$4.95M Sell
28,892
-410
-1% -$63.8K 2.9% 7
2025
Q3 		$3.92M Sell
29,302
-2,731
-9% -$289K 2.37% 11
2025
Q2 		$3.12M Buy
32,033
+780
+2% +$61.9K 2.03% 12
2025
Q1 		$2.27M Sell
31,253
-169
-0.5% -$13.3K 1.62% 14
2024
Q4 		$2.27M Buy
31,422
+1,002
+3% +$76K 1.46% 16
2024
Q3 		$2.48M Sell
30,420
-190
-0.6% -$16.5K 1.77% 14
2024
Q2 		$3.26M Sell
30,610
-990
-3% -$94.9K 2.44% 10
2024
Q1 		$3.07M Sell
31,600
-270
-0.8% -$23.8K 2.41% 11
2023
Q4 		$2.5M Buy
31,870
+70
+0.2% +$4.77K 2.11% 12
2023
Q3 		$1.99M Buy
31,800
+430
+1% +$28.3K 1.94% 13
2023
Q2 		$2.02M Buy
31,370
+440
+1% +$24.8K 1.85% 15
2023
Q1 		$1.64M Sell
30,930
-5,500
-15% -$270K 1.69% 16
2022
Q4 		$1.53M Buy
36,430
+2,950
+9% +$123K 1.71% 18
2022
Q3 		$1.23M Buy
33,480
+200
+0.6% +$8.9K 1.8% 18
2022
Q2 		$1.42M Hold
33,280
– – 1.25% 25
2022
Q1 		$1.79M Buy
33,280
+180
+0.5% +$10.5K 1.23% 23
2021
Q4 		$2.38M Buy
+33,100
New +$2.07M 1.47% 21

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
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)
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

Martin Capital Advisors's LRCX Position: Q2 2026 in Review

Martin Capital Advisors increased its Lam Research (LRCX) stake by 0.28% in Q2 2026, buying an estimated $23.4K and bringing the position to 27,285 shares worth $11.8M. The position accounts for 6.2% of the portfolio, ranked #3.

Martin Capital Advisors first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 1,341 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Martin Capital Advisors held 27,285 shares of Lam Research worth $11.8M as of Q2 2026.
  • Martin Capital Advisors bought 77 Lam Research shares in Q2 2026, an estimated $23.4K.
  • Lam Research made up 6.2% of Martin Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Martin Capital Advisors first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.