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May Barnhard Investments’s Lam Research LRCX Stock Holding History

May Barnhard 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 		$1.08M Sell
2,500
-380
-13% -$115K 0.44% 42
2026
Q1 		$615K Hold
2,880
– – 0.3% 52
2025
Q4 		$493K Hold
2,880
– – 0.23% 61
2025
Q3 		$386K Hold
2,880
– – 0.18% 67
2025
Q2 		$280K Hold
2,880
– – 0.13% 77
2025
Q1 		$209K Hold
2,880
– – 0.1% 90
2024
Q4 		$208K Buy
+2,880
New +$218K 0.1% 82

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

May Barnhard Investments's LRCX Position: Q2 2026 in Review

May Barnhard Investments reduced its Lam Research (LRCX) stake by 13% in Q2 2026, selling an estimated $115K and leaving 2,500 shares worth $1.08M. The position accounts for 0.44% of the portfolio, ranked #42.

May Barnhard Investments first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • May Barnhard Investments held 2,500 shares of Lam Research worth $1.08M as of Q2 2026.
  • May Barnhard Investments sold 380 Lam Research shares in Q2 2026, an estimated $115K.
  • Lam Research made up 0.44% of May Barnhard Investments's portfolio in Q2 2026, its #42 holding.
  • May Barnhard Investments first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.