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Parthenon LLC’s Lam Research LRCX Stock Holding History

Parthenon LLC’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 		$1.12M Sell
2,575
-85
-3% -$25.8K 0.12% 74
2026
Q1 		$568K Hold
2,660
– – 0.07% 90
2025
Q4 		$455K Hold
2,660
– – 0.05% 98
2025
Q3 		$356K Buy
+2,660
New +$282K 0.04% 104
2024
Q3 		– Sell
-2,160
Closed -$230K – 128
2024
Q2 		$230K Hold
2,160
– – 0.03% 116
2024
Q1 		$210K Buy
+2,160
New +$190K 0.03% 119

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

Parthenon LLC's LRCX Position: Q2 2026 in Review

Parthenon LLC reduced its Lam Research (LRCX) stake by 3.2% in Q2 2026, selling an estimated $25.8K and leaving 2,575 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #74.

Parthenon LLC first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Parthenon LLC held 2,575 shares of Lam Research worth $1.12M as of Q2 2026.
  • Parthenon LLC sold 85 Lam Research shares in Q2 2026, an estimated $25.8K.
  • Lam Research made up 0.12% of Parthenon LLC's portfolio in Q2 2026, its #74 holding.
  • Parthenon LLC first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Parthenon LLC's 13F filing for Q2 2026, filed 23 Jul 2026.