Northstar Group’s Lam Research LRCX Stock Holding History

Northstar Group’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	$1.3M	Sell	3,005 -170	-5%	-$51.6K	0.17%	65
2026 Q1	$678K	Sell	3,175 -225	-7%	-$50.3K	0.1%	92
2025 Q4	$582K	Hold	3,400	–	–	0.08%	94
2025 Q3	$455K	Hold	3,400	–	–	0.07%	100
2025 Q2	$331K	Hold	3,400	–	–	0.05%	118
2025 Q1	$247K	Hold	3,400	–	–	0.04%	133
2024 Q4	$246K	Hold	3,400	–	–	0.04%	131
2024 Q3	$277K	Hold	3,400	–	–	0.05%	127
2024 Q2	$362K	Hold	3,400	–	–	0.07%	109
2024 Q1	$330K	Hold	3,400	–	–	0.06%	116
2023 Q4	$266K	Hold	3,400	–	–	0.06%	125
2023 Q3	$213K	Sell	3,400 -610	-15%	-$40.1K	0.05%	135
2023 Q2	$258K	Buy	4,010 +160	+4%	+$9.02K	0.06%	126
2023 Q1	$204K	Buy	+3,850	New	+$189K	0.05%	139
2022 Q2	–	Sell	-3,850	Closed	-$207K	–	146
2022 Q1	$207K	Hold	3,850	–	–	0.05%	148
2021 Q4	$277K	Hold	3,850	–	–	0.07%	137
2021 Q3	$219K	Hold	3,850	–	–	0.06%	142
2021 Q2	$251K	Hold	3,850	–	–	0.07%	136
2021 Q1	$229K	Buy	+3,850	New	+$210K	0.06%	139

Other funds holding LRCX

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Northstar Group's LRCX Position: Q2 2026 in Review

Northstar Group reduced its Lam Research (LRCX) stake by 5.4% in Q2 2026, selling an estimated $51.6K and leaving 3,005 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #65.

Northstar Group first reported a position in LRCX in Q1 2021 and has held it in 19 quarters since. 1,507 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Northstar Group held 3,005 shares of Lam Research worth $1.3M as of Q2 2026.
Northstar Group sold 170 Lam Research shares in Q2 2026, an estimated $51.6K.
Lam Research made up 0.17% of Northstar Group's portfolio in Q2 2026, its #65 holding.
Northstar Group first reported a position in Lam Research in Q1 2021 and has held it in 19 quarters since.
1,507 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.