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Nilsine Partners’s Lam Research LRCX Stock Holding History

Nilsine Partners’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 		$43.3M Buy
99,904
+69
+0.1% +$20.9K 2.99% 3
2026
Q1 		$25.9M Sell
99,835
-3,084
-3% -$690K 2.02% 6
2025
Q4 		$17.6M Sell
102,919
-779
-0.8% -$121K 1.53% 13
2025
Q3 		$13.9M Sell
103,698
-5,072
-5% -$537K 1.25% 15
2025
Q2 		$10.6M Sell
108,770
-19,453
-15% -$1.54M 1.07% 21
2025
Q1 		$9.32M Buy
128,223
+9,022
+8% +$710K 1.02% 20
2024
Q4 		$8.61M Buy
+119,201
New +$9.04M 0.92% 20
2024
Q3 		– Sell
-115,310
Closed -$12.3M – 351
2024
Q2 		$12.3M Buy
115,310
+270
+0.2% +$25.9K 1.65% 12
2024
Q1 		$11.2M Buy
115,040
+1,850
+2% +$163K 1.53% 13
2023
Q4 		$8.87M Buy
113,190
+1,800
+2% +$123K 1.36% 10
2023
Q3 		$6.98M Buy
111,390
+2,330
+2% +$153K 1.06% 19
2023
Q2 		$7.01M Buy
109,060
+660
+0.6% +$37.2K 1.03% 16
2023
Q1 		$5.75M Buy
+108,400
New +$5.32M 0.9% 22

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Nilsine Partners's LRCX Position: Q2 2026 in Review

Nilsine Partners increased its Lam Research (LRCX) stake by 0.07% in Q2 2026, buying an estimated $20.9K and bringing the position to 99,904 shares worth $43.3M. The position accounts for 2.99% of the portfolio, ranked #3.

Nilsine Partners first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Nilsine Partners held 99,904 shares of Lam Research worth $43.3M as of Q2 2026.
  • Nilsine Partners bought 69 Lam Research shares in Q2 2026, an estimated $20.9K.
  • Lam Research made up 2.99% of Nilsine Partners's portfolio in Q2 2026, its #3 holding.
  • Nilsine Partners first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.