Montecito Bank & Trust’s Lam Research LRCX Stock Holding History

Montecito Bank & Trust’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	$2.51M	Sell	5,786 -489	-8%	-$148K	0.38%	62
2026 Q1	$1.34M	Sell	6,275 -843	-12%	-$188K	0.22%	104
2025 Q4	$1.22M	Sell	7,118 -3,734	-34%	-$581K	0.19%	117
2025 Q3	$1.45M	Buy	+10,852	New	+$1.15M	0.23%	101
2025 Q1	$712K	Buy	+9,791	New	+$771K	0.13%	164
2024 Q4	–	Sell	-9,310	Closed	-$760K	–	279
2024 Q3	$760K	Buy	9,310 +4,860	+109%	+$423K	0.13%	157
2024 Q2	$474K	Buy	4,450 +1,190	+37%	+$114K	0.1%	187
2024 Q1	$317K	Buy	+3,260	New	+$287K	0.06%	224

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

Montecito Bank & Trust's LRCX Position: Q2 2026 in Review

Montecito Bank & Trust reduced its Lam Research (LRCX) stake by 7.8% in Q2 2026, selling an estimated $148K and leaving 5,786 shares worth $2.51M. The position accounts for 0.38% of the portfolio, ranked #62.

Montecito Bank & Trust first reported a position in LRCX in Q1 2024 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Montecito Bank & Trust held 5,786 shares of Lam Research worth $2.51M as of Q2 2026.
Montecito Bank & Trust sold 489 Lam Research shares in Q2 2026, an estimated $148K.
Lam Research made up 0.38% of Montecito Bank & Trust's portfolio in Q2 2026, its #62 holding.
Montecito Bank & Trust first reported a position in Lam Research in Q1 2024 and has held it in 8 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.