Meridian Investment Counsel’s Lam Research LRCX Stock Holding History

Meridian Investment Counsel’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	$1.02M	Sell	2,350 -100	-4%	-$30.4K	0.22%	111
2026 Q1	$523K	Sell	2,450 -400	-14%	-$89.4K	0.12%	157
2025 Q4	$488K	Sell	2,850 -1,000	-26%	-$156K	0.12%	157
2025 Q3	$516K	Sell	3,850 -2,000	-34%	-$212K	0.13%	152
2025 Q2	$569K	Sell	5,850 -470	-7%	-$37.3K	0.16%	134
2025 Q1	$459K	Sell	6,320 -400	-6%	-$31.5K	0.14%	144
2024 Q4	$485K	Hold	6,720	–	–	0.14%	133
2024 Q3	$548K	Sell	6,720 -500	-7%	-$43.5K	0.17%	130
2024 Q2	$769K	Hold	7,220	–	–	0.24%	104
2024 Q1	$701K	Hold	7,220	–	–	0.23%	104
2023 Q4	$566K	Hold	7,220	–	–	0.19%	117
2023 Q3	$453K	Sell	7,220 -450	-6%	-$29.6K	0.17%	133
2023 Q2	$493K	Sell	7,670 -660	-8%	-$37.2K	0.18%	124
2023 Q1	$442K	Hold	8,330	–	–	0.17%	135
2022 Q4	$350K	Hold	8,330	–	–	0.14%	149
2022 Q3	$305K	Hold	8,330	–	–	0.14%	156
2022 Q2	$355K	Hold	8,330	–	–	0.15%	145
2022 Q1	$448K	Sell	8,330 -60	-0.7%	-$3.49K	0.16%	141
2021 Q4	$603K	Hold	8,390	–	–	0.2%	113
2021 Q3	$478K	Hold	8,390	–	–	0.17%	125
2021 Q2	$546K	Hold	8,390	–	–	0.19%	114
2021 Q1	$499K	Hold	8,390	–	–	0.19%	115
2020 Q4	$396K	Hold	8,390	–	–	0.17%	124
2020 Q3	$278K	Hold	8,390	–	–	0.13%	142
2020 Q2	$271K	Hold	8,390	–	–	0.14%	140
2020 Q1	$201K	Hold	8,390	–	–	0.13%	150
2019 Q4	$245K	Buy	+8,390	New	+$223K	0.12%	157

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

Meridian Investment Counsel's LRCX Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Lam Research (LRCX) stake by 4.1% in Q2 2026, selling an estimated $30.4K and leaving 2,350 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #111.

Meridian Investment Counsel first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 1,307 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Meridian Investment Counsel held 2,350 shares of Lam Research worth $1.02M as of Q2 2026.
Meridian Investment Counsel sold 100 Lam Research shares in Q2 2026, an estimated $30.4K.
Lam Research made up 0.22% of Meridian Investment Counsel's portfolio in Q2 2026, its #111 holding.
Meridian Investment Counsel first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
1,307 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.