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Optimist Retirement Group’s Lam Research LRCX Stock Holding History

Optimist Retirement 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 		$908K Buy
2,096
+82
+4% +$24.9K 0.35% 52
2026
Q1 		$430K Buy
2,014
+23
+1% +$5.14K 0.19% 67
2025
Q4 		$341K Buy
+1,991
New +$310K 0.16% 78

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Optimist Retirement Group's LRCX Position: Q2 2026 in Review

Optimist Retirement Group increased its Lam Research (LRCX) stake by 4.1% in Q2 2026, buying an estimated $24.9K and bringing the position to 2,096 shares worth $908K. The position accounts for 0.35% of the portfolio, ranked #52.

Optimist Retirement Group first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 2,425 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Optimist Retirement Group held 2,096 shares of Lam Research worth $908K as of Q2 2026.
  • Optimist Retirement Group bought 82 Lam Research shares in Q2 2026, an estimated $24.9K.
  • Lam Research made up 0.35% of Optimist Retirement Group's portfolio in Q2 2026, its #52 holding.
  • Optimist Retirement Group first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 2,425 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.