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Palouse Capital Management’s Lam Research LRCX Stock Holding History

Palouse Capital Management’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 		$793K Sell
1,830
-500
-21% -$152K 0.49% 54
2026
Q1 		$498K Sell
2,330
-214
-8% -$47.8K 0.33% 58
2025
Q4 		$435K Sell
2,544
-5,935
-70% -$923K 0.28% 61
2025
Q3 		$1.14M Sell
8,479
-16,640
-66% -$1.76M 0.72% 56
2025
Q2 		$2.45M Sell
25,119
-6,323
-20% -$501K 1.61% 29
2025
Q1 		$2.29M Sell
31,442
-953
-3% -$75K 1.56% 28
2024
Q4 		$2.34M Buy
32,395
+10,935
+51% +$829K 1.56% 28
2024
Q3 		$1.75M Sell
21,460
-850
-4% -$73.9K 1.11% 40
2024
Q2 		$2.38M Sell
22,310
-1,270
-5% -$122K 1.59% 28
2024
Q1 		$2.29M Sell
23,580
-2,180
-8% -$192K 1.51% 26
2023
Q4 		$2.02M Sell
25,760
-3,470
-12% -$236K 1.43% 29
2023
Q3 		$1.83M Buy
29,230
+280
+1% +$18.4K 1.36% 33
2023
Q2 		$1.86M Sell
28,950
-3,380
-10% -$191K 1.3% 35
2023
Q1 		$1.71M Sell
32,330
-28,290
-47% -$1.39M 1.16% 46
2022
Q4 		$58M Buy
60,620
+5,750
+10% +$241K 4.01% 6
2022
Q3 		$2.01M Sell
54,870
-1,690
-3% -$75.2K 1.14% 45
2022
Q2 		$2.41M Buy
56,560
+7,080
+14% +$337K 1.19% 43
2022
Q1 		$2.66M Buy
49,480
+14,340
+41% +$835K 1.17% 40
2021
Q4 		$2.53M Buy
+35,140
New +$2.2M 1.08% 39
2014
Q4 		– Sell
-419,900
Closed -$3.14M – 128
2014
Q3 		$3.14M Sell
419,900
-4,900
-1% -$35K 1.2% 31
2014
Q2 		$2.87M Sell
424,800
-11,150
-3% -$66.6K 1.06% 36
2014
Q1 		$2.4M Buy
+435,950
New +$2.32M 0.9% 46

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Palouse Capital Management's LRCX Position: Q2 2026 in Review

Palouse Capital Management reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $152K and leaving 1,830 shares worth $793K. The position accounts for 0.49% of the portfolio, ranked #54.

Palouse Capital Management first reported a position in LRCX in Q1 2014 and has held it in 22 quarters since. The position peaked at $58M in Q4 2022. 1,425 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Palouse Capital Management held 1,830 shares of Lam Research worth $793K as of Q2 2026.
  • Palouse Capital Management sold 500 Lam Research shares in Q2 2026, an estimated $152K.
  • Lam Research made up 0.49% of Palouse Capital Management's portfolio in Q2 2026, its #54 holding.
  • Palouse Capital Management first reported a position in Lam Research in Q1 2014 and has held it in 22 quarters since.
  • Palouse Capital Management's Lam Research position peaked at $58M in Q4 2022.
  • 1,425 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.