Nelson Capital Management’s Lam Research LRCX Stock Holding History

Nelson Capital 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	$1.25M	Hold	2,885	–	–	0.14%	66
2026 Q1	$616K	Hold	2,885	–	–	0.08%	76
2025 Q4	$494K	Sell	2,885 -1,105	-28%	-$172K	0.06%	84
2025 Q3	$534K	Sell	3,990 -500	-11%	-$52.9K	0.06%	82
2025 Q2	$437K	Hold	4,490	–	–	0.06%	85
2025 Q1	$326K	Hold	4,490	–	–	0.06%	89
2024 Q4	$324K	Hold	4,490	–	–	0.05%	95
2024 Q3	$366K	Sell	4,490 -10	-0.2%	-$869	0.06%	86
2024 Q2	$479K	Hold	4,500	–	–	0.09%	82
2024 Q1	$437K	Buy	+4,500	New	+$396K	0.08%	82

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

Nelson Capital Management's LRCX Position: Q2 2026 in Review

Nelson Capital Management held its Lam Research (LRCX) position steady in Q2 2026 at 2,885 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #66.

Nelson Capital Management first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Nelson Capital Management held 2,885 shares of Lam Research worth $1.25M as of Q2 2026.
Nelson Capital Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.14% of Nelson Capital Management's portfolio in Q2 2026, its #66 holding.
Nelson Capital Management first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.