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Pacifica Partners’s Lam Research LRCX Stock Holding History

Pacifica Partners’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 		$15.6M Sell
44,218
-1,694
-4% -$514K 4.69% 4
2026
Q1 		$9.81M Sell
45,912
-5,419
-11% -$1.21M 3.26% 5
2025
Q4 		$9.5M Sell
51,331
-1,602
-3% -$249K 4.22% 3
2025
Q3 		$7.56M Sell
52,933
-494
-0.9% -$52.3K 2.7% 7
2025
Q2 		$5.19M Buy
53,427
+97
+0.2% +$7.69K 2.11% 14
2025
Q1 		$3.48M Sell
53,330
-685
-1% -$53.9K 1.59% 24
2024
Q4 		$3.91M Buy
54,015
+9,785
+22% +$742K 1.69% 18
2024
Q3 		$3.61M Sell
44,230
-620
-1% -$53.9K 1.49% 24
2024
Q2 		$4.85M Sell
44,850
-690
-2% -$66.2K 2.08% 12
2024
Q1 		$4.42M Sell
45,540
-3,060
-6% -$269K 1.96% 14
2023
Q4 		$3.39M Buy
48,600
+30
+0.1% +$2.04K 1.67% 18
2023
Q3 		$3.04M Sell
48,570
-3,060
-6% -$201K 1.65% 20
2023
Q2 		$3.25M Buy
51,630
+510
+1% +$28.7K 1.84% 16
2023
Q1 		$2.51M Sell
51,120
-210
-0.4% -$10.3K 1.51% 23
2022
Q4 		$2.08M Sell
51,330
-1,540
-3% -$64.4K 1.41% 27
2022
Q3 		$2.18M Sell
52,870
-110
-0.2% -$4.9K 1.58% 22
2022
Q2 		$2.36M Buy
52,980
+2,920
+6% +$139K 1.63% 21
2022
Q1 		$2.77M Buy
50,060
+12,230
+32% +$712K 1.8% 17
2021
Q4 		$2.54M Buy
37,830
+1,280
+4% +$80.2K 1.66% 18
2021
Q3 		$2.24M Buy
+36,550
New +$2.22M 1.63% 19
2020
Q1 		– Sell
-18,250
Closed -$534K – 384
2019
Q4 		$534K Buy
+18,250
New +$485K 0.52% 48

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pacifica Partners's LRCX Position: Q2 2026 in Review

Pacifica Partners reduced its Lam Research (LRCX) stake by 3.7% in Q2 2026, selling an estimated $514K and leaving 44,218 shares worth $15.6M. The position accounts for 4.69% of the portfolio, ranked #4.

Pacifica Partners first reported a position in LRCX in Q4 2019 and has held it in 21 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Pacifica Partners held 44,218 shares of Lam Research worth $15.6M as of Q2 2026.
  • Pacifica Partners sold 1,694 Lam Research shares in Q2 2026, an estimated $514K.
  • Lam Research made up 4.69% of Pacifica Partners's portfolio in Q2 2026, its #4 holding.
  • Pacifica Partners first reported a position in Lam Research in Q4 2019 and has held it in 21 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.