Nations Financial Group’s Lam Research LRCX Stock Holding History

Nations Financial 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	$8.51M	Buy	19,644 +7,651	+64%	+$2.32M	0.41%	58
2026 Q1	$2.56M	Buy	11,993 +4,790	+67%	+$1.07M	0.13%	183
2025 Q4	$1.23M	Buy	+7,203	New	+$1.12M	0.06%	297
2022 Q1	–	Sell	-4,540	Closed	-$327K	–	546
2021 Q4	$327K	Sell	4,540 -390	-8%	-$24.4K	0.04%	370
2021 Q3	$281K	Buy	+4,930	New	+$300K	0.04%	370

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

Nations Financial Group's LRCX Position: Q2 2026 in Review

Nations Financial Group increased its Lam Research (LRCX) stake by 64% in Q2 2026, buying an estimated $2.32M and bringing the position to 19,644 shares worth $8.51M. The position accounts for 0.41% of the portfolio, ranked #58.

Nations Financial Group first reported a position in LRCX in Q3 2021 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Nations Financial Group held 19,644 shares of Lam Research worth $8.51M as of Q2 2026.
Nations Financial Group bought 7,651 Lam Research shares in Q2 2026, an estimated $2.32M.
Lam Research made up 0.41% of Nations Financial Group's portfolio in Q2 2026, its #58 holding.
Nations Financial Group first reported a position in Lam Research in Q3 2021 and has held it in 5 quarters since.
924 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.