Mission Wealth Management’s Lam Research LRCX Stock Holding History

Mission Wealth 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	–	Hold	0	–	–	–	444
2025 Q4	–	Sell	-5,000	Closed	-$670K	–	750
2025 Q3	$670K	Buy	+5,000	New	+$529K	0.01%	414
2025 Q2	–	Hold	0	–	–	–	481
2025 Q1	–	Hold	0	–	–	–	225
2024 Q4	–	Hold	0	–	–	–	513
2024 Q3	–	Hold	0	–	–	–	84
2024 Q2	–	Hold	0	–	–	–	64
2024 Q1	–	Hold	0	–	–	–	87
2022 Q1	–	Sell	-7,000	Closed	-$503K	–	556
2021 Q4	$503K	Hold	7,000	–	–	0.02%	303
2021 Q3	$398K	Buy	+7,000	New	+$426K	0.02%	343

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mission Wealth Management's LRCX Position: Q2 2026 in Review

Mission Wealth Management increased its Lam Research (LRCX) stake by 200% in Q2 2026, buying an estimated $18.1M and bringing the position to 89,293 shares worth $38.7M. The position accounts for 0.47% of the portfolio, ranked #33.

Mission Wealth Management first reported a position in LRCX in Q2 2020 and has held it in 25 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Mission Wealth Management held 89,293 shares of Lam Research worth $38.7M as of Q2 2026.
Mission Wealth Management bought 59,553 Lam Research shares in Q2 2026, an estimated $18.1M.
Lam Research made up 0.47% of Mission Wealth Management's portfolio in Q2 2026, its #33 holding.
Mission Wealth Management first reported a position in Lam Research in Q2 2020 and has held it in 25 quarters since.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.