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OpenArc Corporate Advisory’s Lam Research LRCX Stock Holding History

OpenArc Corporate Advisory’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 		$36.1M Buy
83,207
+37,941
+84% +$11.5M 0.43% 46
2026
Q1 		$9.67M Buy
45,266
+19,235
+74% +$4.3M 0.14% 108
2025
Q4 		$4.46M Buy
+26,031
New +$4.05M 0.07% 147

Other funds holding LRCX

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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 22.96% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OpenArc Corporate Advisory's LRCX Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Lam Research (LRCX) stake by 84% in Q2 2026, buying an estimated $11.5M and bringing the position to 83,207 shares worth $36.1M. The position accounts for 0.43% of the portfolio, ranked #46.

OpenArc Corporate Advisory first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 1,739 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • OpenArc Corporate Advisory held 83,207 shares of Lam Research worth $36.1M as of Q2 2026.
  • OpenArc Corporate Advisory bought 37,941 Lam Research shares in Q2 2026, an estimated $11.5M.
  • Lam Research made up 0.43% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #46 holding.
  • OpenArc Corporate Advisory first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 1,739 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.