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 Q1	–	Sell	-11,600	Closed	-$76.8K	–	826
2025 Q4	$76.8K	Buy	+11,600	New	+$1.8M	﹤0.01%	808
2025 Q2	–	Sell	-15,200	Closed	-$174K	–	648
2025 Q1	$174K	Sell	15,200 -1,600	-10%	-$126K	0.01%	574
2024 Q4	$194K	Sell	16,800 -4,200	-20%	-$319K	0.01%	548
2024 Q3	$115K	Buy	+21,000	New	+$1.83M	﹤0.01%	540

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) 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. 1,351 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.
1,351 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.