Moody Lynn & Lieberson’s Lam Research LRCX Stock Holding History

Moody Lynn & Lieberson’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	$1.92M	Hold	4,440	–	–	0.1%	85
2026 Q1	$949K	Sell	4,440 -333	-7%	-$74.5K	0.05%	117
2025 Q4	$817K	Buy	4,773 +345	+8%	+$53.7K	0.04%	130
2025 Q3	$593K	Hold	4,428	–	–	0.03%	161
2025 Q2	$431K	Buy	4,428 +94	+2%	+$7.46K	0.02%	183
2025 Q1	$315K	Buy	4,334 +20	+0.5%	+$1.57K	0.02%	199
2024 Q4	$312K	Sell	4,314 -16	-0.4%	-$1.21K	0.02%	198
2024 Q3	$353K	Hold	4,330	–	–	0.02%	198
2024 Q2	$461K	Hold	4,330	–	–	0.03%	171
2024 Q1	$421K	Hold	4,330	–	–	0.03%	176
2023 Q4	$339K	Hold	4,330	–	–	0.03%	190
2023 Q3	$271K	Buy	4,330 +60	+1%	+$3.94K	0.02%	177
2023 Q2	$275K	Hold	4,270	–	–	0.02%	192
2023 Q1	$226K	Buy	+4,270	New	+$210K	0.02%	207
2022 Q3	–	Sell	-7,370	Closed	-$314K	–	226
2022 Q2	$314K	Hold	7,370	–	–	0.03%	188
2022 Q1	$396K	Buy	7,370 +250	+4%	+$14.6K	0.03%	175
2021 Q4	$512K	Hold	7,120	–	–	0.03%	166
2021 Q3	$405K	Hold	7,120	–	–	0.03%	177
2021 Q2	$463K	Hold	7,120	–	–	0.03%	160
2021 Q1	$424K	Buy	7,120 +770	+12%	+$42K	0.04%	168
2020 Q4	$300K	Hold	6,350	–	–	0.03%	180
2020 Q3	$211K	Hold	6,350	–	–	0.02%	191
2020 Q2	$205K	Buy	+6,350	New	+$173K	0.02%	181
2020 Q1	–	Sell	-7,100	Closed	-$208K	–	187
2019 Q4	$208K	Buy	+7,100	New	+$189K	0.02%	201

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

Moody Lynn & Lieberson's LRCX Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Lam Research (LRCX) position steady in Q2 2026 at 4,440 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #85.

Moody Lynn & Lieberson first reported a position in LRCX in Q4 2019 and has held it in 24 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Moody Lynn & Lieberson held 4,440 shares of Lam Research worth $1.92M as of Q2 2026.
Moody Lynn & Lieberson left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.1% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #85 holding.
Moody Lynn & Lieberson first reported a position in Lam Research in Q4 2019 and has held it in 24 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.