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Murphy Pohlad Asset Management’s Lam Research LRCX Stock Holding History

Murphy Pohlad Asset 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 		$230K Sell
530
-1,440
-73% -$437K 0.08% 127
2026
Q1 		$421K Sell
1,970
-135
-6% -$30.2K 0.15% 101
2025
Q4 		$360K Hold
2,105
– – 0.14% 97
2025
Q3 		$282K Hold
2,105
– – 0.11% 111
2025
Q2 		$205K Buy
+2,105
New +$167K 0.09% 116

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Murphy Pohlad Asset Management's LRCX Position: Q2 2026 in Review

Murphy Pohlad Asset Management reduced its Lam Research (LRCX) stake by 73% in Q2 2026, selling an estimated $437K and leaving 530 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #127.

Murphy Pohlad Asset Management first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. The position peaked at $421K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Murphy Pohlad Asset Management held 530 shares of Lam Research worth $230K as of Q2 2026.
  • Murphy Pohlad Asset Management sold 1,440 Lam Research shares in Q2 2026, an estimated $437K.
  • Lam Research made up 0.08% of Murphy Pohlad Asset Management's portfolio in Q2 2026, its #127 holding.
  • Murphy Pohlad Asset Management first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • Murphy Pohlad Asset Management's Lam Research position peaked at $421K in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.