National Wealth Management Group’s Lam Research LRCX Stock Holding History

National Wealth Management 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	$5.29M	Sell	12,218 -2,184	-15%	-$663K	1.64%	12
2026 Q1	$3.08M	Sell	14,402 -143	-1%	-$32K	1.15%	25
2025 Q4	$2.49M	Sell	14,545 -5,546	-28%	-$863K	0.86%	30
2025 Q3	$2.69M	Buy	20,091 +2,679	+15%	+$284K	1.01%	27
2025 Q2	$1.69M	Buy	+17,412	New	+$1.38M	0.95%	26
2024 Q4	–	Sell	-8,790	Closed	-$717K	–	163
2024 Q3	$717K	Buy	+8,790	New	+$764K	0.49%	48
2023 Q3	–	Sell	-9,750	Closed	-$679K	–	143
2023 Q2	$679K	Buy	+9,750	New	+$550K	0.71%	42

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

National Wealth Management Group's LRCX Position: Q2 2026 in Review

National Wealth Management Group reduced its Lam Research (LRCX) stake by 15% in Q2 2026, selling an estimated $663K and leaving 12,218 shares worth $5.29M. The position accounts for 1.64% of the portfolio, ranked #12.

National Wealth Management Group first reported a position in LRCX in Q2 2023 and has held it in 7 quarters since. 924 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

National Wealth Management Group held 12,218 shares of Lam Research worth $5.29M as of Q2 2026.
National Wealth Management Group sold 2,184 Lam Research shares in Q2 2026, an estimated $663K.
Lam Research made up 1.64% of National Wealth Management Group's portfolio in Q2 2026, its #12 holding.
National Wealth Management Group first reported a position in Lam Research in Q2 2023 and has held it in 7 quarters since.
924 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.