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Merit Financial Group’s Lam Research LRCX Stock Holding History

Merit Financial Group’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 		$32.6M Sell
75,266
-36,870
-33% -$11.2M 0.2% 89
2026
Q1 		$24M Buy
112,136
+45,715
+69% +$10.2M 0.18% 101
2025
Q4 		$11.4M Buy
66,421
+26,262
+65% +$4.08M 0.09% 181
2025
Q3 		$5.38M Buy
40,159
+4,155
+12% +$440K 0.05% 307
2025
Q2 		$3.5M Buy
36,004
+10,495
+41% +$832K 0.04% 361
2025
Q1 		$1.85M Buy
25,509
+3,845
+18% +$303K 0.03% 443
2024
Q4 		$1.56M Buy
21,664
+8,124
+60% +$616K 0.03% 404
2024
Q3 		$1.1M Sell
13,540
-9,210
-40% -$801K 0.02% 400
2024
Q2 		$2.42M Sell
22,750
-3,160
-12% -$303K 0.05% 243
2024
Q1 		$2.35M Buy
25,910
+13,130
+103% +$1.16M 0.06% 243
2023
Q4 		$1M Sell
12,780
-9,280
-42% -$632K 0.03% 317
2023
Q3 		$1.38M Buy
22,060
+3,200
+17% +$210K 0.05% 273
2023
Q2 		$1.21M Buy
18,860
+8,450
+81% +$476K 0.04% 302
2023
Q1 		$552K Sell
10,410
-5,530
-35% -$271K 0.02% 379
2022
Q4 		$670K Buy
15,940
+9,510
+148% +$398K 0.02% 366
2022
Q3 		$235K Sell
6,430
-1,000
-13% -$44.5K 0.01% 491
2022
Q2 		$317K Buy
+7,430
New +$354K 0.01% 441

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

Merit Financial Group's LRCX Position: Q2 2026 in Review

Merit Financial Group reduced its Lam Research (LRCX) stake by 33% in Q2 2026, selling an estimated $11.2M and leaving 75,266 shares worth $32.6M. The position accounts for 0.2% of the portfolio, ranked #89.

Merit Financial Group first reported a position in LRCX in Q2 2022 and has held it in 17 quarters since. 849 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Merit Financial Group held 75,266 shares of Lam Research worth $32.6M as of Q2 2026.
  • Merit Financial Group sold 36,870 Lam Research shares in Q2 2026, an estimated $11.2M.
  • Lam Research made up 0.2% of Merit Financial Group's portfolio in Q2 2026, its #89 holding.
  • Merit Financial Group first reported a position in Lam Research in Q2 2022 and has held it in 17 quarters since.
  • 849 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.