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Patriot Financial Group Insurance Agency’s Lam Research LRCX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$9.15M Sell
21,122
-24,492
-54% -$7.43M 0.94% 17
2026
Q1 		$9.75M Buy
45,614
+19,997
+78% +$4.47M 0.55% 42
2025
Q4 		$4.39M Sell
25,617
-1,087
-4% -$169K 0.52% 49
2025
Q3 		$3.58M Buy
26,704
+7,313
+38% +$774K 0.46% 54
2025
Q2 		$1.89M Sell
19,391
-657
-3% -$52.1K 0.22% 119
2025
Q1 		$1.46M Sell
20,048
-650
-3% -$51.2K 0.2% 131
2024
Q4 		$1.5M Buy
20,698
+468
+2% +$35.5K 0.2% 113
2024
Q3 		$1.65M Buy
20,230
+1,010
+5% +$87.8K 0.22% 104
2024
Q2 		$2.05M Sell
19,220
-2,150
-10% -$206K 0.3% 75
2024
Q1 		$2.08M Sell
21,370
-100
-0.5% -$8.8K 0.33% 62
2023
Q4 		$1.68M Buy
21,470
+530
+3% +$36.1K 0.32% 70
2023
Q3 		$1.31M Sell
20,940
-4,240
-17% -$279K 0.27% 86
2023
Q2 		$1.62M Sell
25,180
-2,210
-8% -$125K 0.31% 70
2023
Q1 		$1.45M Buy
27,390
+8,420
+44% +$413K 0.29% 77
2022
Q4 		$797K Sell
18,970
-3,480
-16% -$146K 0.11% 137
2022
Q3 		$822K Buy
22,450
+1,550
+7% +$69K 0.2% 128
2022
Q2 		$891K Sell
20,900
-1,350
-6% -$64.3K 0.18% 125
2022
Q1 		$1.2M Buy
22,250
+2,340
+12% +$136K 0.21% 108
2021
Q4 		$1.43M Buy
19,910
+730
+4% +$45.8K 0.24% 94
2021
Q3 		$1.09M Hold
19,180
– – 0.19% 123
2021
Q2 		$1.25M Sell
19,180
-370
-2% -$23.4K 0.23% 105
2021
Q1 		$1.16M Buy
19,550
+100
+0.5% +$5.45K 0.27% 89
2020
Q4 		$919K Buy
+19,450
New +$818K 0.23% 101
2020
Q1 		– Sell
-20
Closed -$1K – 1659
2019
Q4 		$1K Sell
20
-670
-97% -$17.8K ﹤0.01% 1215
2019
Q3 		$16K Sell
690
-130
-16% -$2.73K 0.01% 701
2019
Q2 		$15K Buy
820
+800
+4,000% +$15.2K 0.01% 721
2019
Q1 		$0 Buy
+20
New +$334 ﹤0.01% 1274
2018
Q2 		– Sell
-100
Closed -$2K – 790
2018
Q1 		$2K Hold
100
– – ﹤0.01% 873
2017
Q4 		$2K Sell
100
-30
-23% -$590 ﹤0.01% 866
2017
Q3 		$2K Sell
130
-30
-19% -$487 ﹤0.01% 839
2017
Q2 		$2K Buy
+160
New +$2.35K ﹤0.01% 839

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 22.94% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LRCX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Lam Research (LRCX) stake by 54% in Q2 2026, selling an estimated $7.43M and leaving 21,122 shares worth $9.15M. The position accounts for 0.94% of the portfolio, ranked #17.

Patriot Financial Group Insurance Agency first reported a position in LRCX in Q2 2017 and has held it in 31 quarters since. The position peaked at $9.75M in Q1 2026. 1,616 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 21,122 shares of Lam Research worth $9.15M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 24,492 Lam Research shares in Q2 2026, an estimated $7.43M.
  • Lam Research made up 0.94% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #17 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Lam Research in Q2 2017 and has held it in 31 quarters since.
  • Patriot Financial Group Insurance Agency's Lam Research position peaked at $9.75M in Q1 2026.
  • 1,616 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.