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NorthCrest Asset Manangement’s Lam Research LRCX Stock Holding History

NorthCrest Asset Manangement’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 		$23.1M Sell
65,453
-9,464
-13% -$2.87M 0.59% 35
2026
Q1 		$16.4M Buy
74,917
+22,959
+44% +$5.13M 0.51% 49
2025
Q4 		$10.1M Sell
51,958
-1,573
-3% -$245K 0.23% 105
2025
Q3 		$7.51M Buy
53,531
+840
+2% +$88.9K 0.18% 116
2025
Q2 		$5.21M Sell
52,691
-234
-0.4% -$18.6K 0.14% 137
2025
Q1 		$3.85M Sell
52,925
-538
-1% -$42.4K 0.12% 156
2024
Q4 		$3.86M Sell
53,463
-4,777
-8% -$362K 0.12% 154
2024
Q3 		$4.75M Buy
58,240
+17,010
+41% +$1.48M 0.14% 146
2024
Q2 		$4.39M Buy
41,230
+9,770
+31% +$937K 0.15% 151
2024
Q1 		$3.06M Sell
31,460
-380
-1% -$33.4K 0.1% 168
2023
Q4 		$2.49M Sell
31,840
-1,860
-6% -$127K 0.09% 175
2023
Q3 		$2.11M Buy
33,700
+430
+1% +$28.3K 0.09% 181
2023
Q2 		$2.14M Sell
33,270
-1,330
-4% -$75K 0.08% 174
2023
Q1 		$1.83M Sell
34,600
-2,430
-7% -$119K 0.08% 185
2022
Q4 		$1.56M Sell
37,030
-3,380
-8% -$141K 0.09% 138
2022
Q3 		$1.48M Buy
40,410
+4,580
+13% +$204K 0.08% 166
2022
Q2 		$1.53M Buy
35,830
+2,690
+8% +$128K 0.08% 170
2022
Q1 		$1.78M Buy
33,140
+3,320
+11% +$193K 0.08% 142
2021
Q4 		$2.15M Buy
+29,820
New +$1.87M 0.12% 147

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

NorthCrest Asset Manangement's LRCX Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its Lam Research (LRCX) stake by 13% in Q2 2026, selling an estimated $2.87M and leaving 65,453 shares worth $23.1M. The position accounts for 0.59% of the portfolio, ranked #35.

NorthCrest Asset Manangement first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 1,341 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • NorthCrest Asset Manangement held 65,453 shares of Lam Research worth $23.1M as of Q2 2026.
  • NorthCrest Asset Manangement sold 9,464 Lam Research shares in Q2 2026, an estimated $2.87M.
  • Lam Research made up 0.59% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #35 holding.
  • NorthCrest Asset Manangement first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.