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Noesis Capital Mangement’s Lam Research LRCX Stock Holding History

Noesis Capital Mangement’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 		$9.97M Sell
23,012
-995
-4% -$302K 1.2% 26
2026
Q1 		$5.13M Buy
24,007
+4,884
+26% +$1.09M 0.76% 33
2025
Q4 		$3.27M Hold
19,123
– – 0.47% 37
2025
Q3 		$2.56M Buy
19,123
+2,490
+15% +$264K 0.4% 37
2025
Q2 		$1.62M Buy
16,633
+60
+0.4% +$4.76K 0.28% 40
2025
Q1 		$1.2M Hold
16,573
– – 0.24% 45
2024
Q4 		$1.2M Sell
16,573
-547
-3% -$41.5K 0.23% 45
2024
Q3 		$1.4M Sell
17,120
-750
-4% -$65.2K 0.28% 42
2024
Q2 		$1.9M Sell
17,870
-50
-0.3% -$4.79K 0.42% 38
2024
Q1 		$1.74M Buy
17,920
+220
+1% +$19.4K 0.39% 41
2023
Q4 		$1.39M Sell
17,700
-50
-0.3% -$3.41K 0.33% 42
2023
Q3 		$1.11M Hold
17,750
– – 0.29% 43
2023
Q2 		$1.14M Hold
17,750
– – 0.28% 44
2023
Q1 		$941K Sell
17,750
-50
-0.3% -$2.45K 0.24% 47
2022
Q4 		$748K Sell
17,800
-620
-3% -$25.9K 0.21% 50
2022
Q3 		$674K Hold
18,420
– – 0.2% 54
2022
Q2 		$785K Sell
18,420
-900
-5% -$42.8K 0.23% 48
2022
Q1 		$1.04M Sell
19,320
-250
-1% -$14.6K 0.25% 46
2021
Q4 		$1.41M Sell
19,570
-1,350
-6% -$84.6K 0.28% 45
2021
Q3 		$1.19M Sell
20,920
-50
-0.2% -$3.04K 0.23% 48
2021
Q2 		$1.23M Buy
20,970
+450
+2% +$28.4K 0.25% 48
2021
Q1 		$1.22M Sell
20,520
-450
-2% -$24.5K 0.27% 46
2020
Q4 		$990K Buy
20,970
+10
+0% +$421 0.24% 48
2020
Q3 		$695K Buy
20,960
+860
+4% +$29.6K 0.2% 55
2020
Q2 		$650K Buy
+20,100
New +$548K 0.21% 54

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Noesis Capital Mangement's LRCX Position: Q2 2026 in Review

Noesis Capital Mangement reduced its Lam Research (LRCX) stake by 4.1% in Q2 2026, selling an estimated $302K and leaving 23,012 shares worth $9.97M. The position accounts for 1.2% of the portfolio, ranked #26.

Noesis Capital Mangement first reported a position in LRCX in Q2 2020 and has held it in 25 quarters since. 1,593 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Noesis Capital Mangement held 23,012 shares of Lam Research worth $9.97M as of Q2 2026.
  • Noesis Capital Mangement sold 995 Lam Research shares in Q2 2026, an estimated $302K.
  • Lam Research made up 1.2% of Noesis Capital Mangement's portfolio in Q2 2026, its #26 holding.
  • Noesis Capital Mangement first reported a position in Lam Research in Q2 2020 and has held it in 25 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.