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Nicholas Hoffman & Company’s Lam Research LRCX Stock Holding History

Nicholas Hoffman & Company’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 		$572K Sell
1,320
-850
-39% -$258K 0.01% 225
2026
Q1 		$464K Sell
2,170
-547
-20% -$122K 0.01% 234
2025
Q4 		$465K Sell
2,717
-557
-17% -$86.6K 0.01% 227
2025
Q3 		$438K Buy
+3,274
New +$347K 0.01% 234

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nicholas Hoffman & Company's LRCX Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its Lam Research (LRCX) stake by 39% in Q2 2026, selling an estimated $258K and leaving 1,320 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #225.

Nicholas Hoffman & Company first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 1,951 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Nicholas Hoffman & Company held 1,320 shares of Lam Research worth $572K as of Q2 2026.
  • Nicholas Hoffman & Company sold 850 Lam Research shares in Q2 2026, an estimated $258K.
  • Lam Research made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #225 holding.
  • Nicholas Hoffman & Company first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.