McElhenny Sheffield Capital Management’s Lam Research LRCX Stock Holding History

McElhenny Sheffield 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	$370K	Buy	+853	New	+$259K	0.09%	53
2023 Q1	–	Sell	-70	Closed	-$2.94K	–	382
2022 Q4	$2.94K	Buy	+70	New	+$2.93K	﹤0.01%	458

Other funds holding LRCX

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

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

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) 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

McElhenny Sheffield Capital Management's LRCX Position: Q2 2026 in Review

McElhenny Sheffield Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 853 shares worth $370K. The stake represents 0.09% of the portfolio and ranks #53 among its holdings. This is a return to the name: McElhenny Sheffield Capital Management previously reported a position in LRCX as recently as Q4 2022.

McElhenny Sheffield Capital Management first reported a position in LRCX in Q4 2022 and has held it in 2 quarters since. 828 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

McElhenny Sheffield Capital Management held 853 shares of Lam Research worth $370K as of Q2 2026.
Lam Research was a new McElhenny Sheffield Capital Management position in Q2 2026.
Lam Research made up 0.09% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #53 holding.
McElhenny Sheffield Capital Management first reported a position in Lam Research in Q4 2022 and has held it in 2 quarters since.
828 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.