Perennial Advisors’s Lam Research LRCX Stock Holding History

Perennial Advisors’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	$5.48M	Sell	12,640 -590	-4%	-$179K	0.84%	37
2026 Q1	$2.83M	Sell	13,230 -2,305	-15%	-$515K	0.48%	58
2025 Q4	$2.66M	Sell	15,535 -4,190	-21%	-$652K	0.45%	56
2025 Q3	$2.64M	Sell	19,725 -4,925	-20%	-$521K	0.46%	55
2025 Q2	$2.4M	Sell	24,650 -1,050	-4%	-$83.3K	0.45%	55
2025 Q1	$1.87M	Sell	25,700 -525	-2%	-$41.3K	0.37%	57
2024 Q4	$1.89M	Buy	+26,225	New	+$1.99M	0.41%	54
2024 Q2	$3.41M	Sell	32,040 -250	-0.8%	-$24K	0.76%	47
2024 Q1	$3.14M	Hold	32,290	–	–	0.73%	48
2023 Q4	$2.53M	Sell	32,290 -370	-1%	-$25.2K	0.62%	49
2023 Q3	$2.05M	Sell	32,660 -2,810	-8%	-$185K	0.55%	51
2023 Q2	$2.28M	Buy	+35,470	New	+$2M	0.58%	52

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perennial Advisors's LRCX Position: Q2 2026 in Review

Perennial Advisors reduced its Lam Research (LRCX) stake by 4.5% in Q2 2026, selling an estimated $179K and leaving 12,640 shares worth $5.48M. The position accounts for 0.84% of the portfolio, ranked #37.

Perennial Advisors first reported a position in LRCX in Q2 2023 and has held it in 12 quarters since. 900 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Perennial Advisors held 12,640 shares of Lam Research worth $5.48M as of Q2 2026.
Perennial Advisors sold 590 Lam Research shares in Q2 2026, an estimated $179K.
Lam Research made up 0.84% of Perennial Advisors's portfolio in Q2 2026, its #37 holding.
Perennial Advisors first reported a position in Lam Research in Q2 2023 and has held it in 12 quarters since.
900 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.