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Peterson Wealth Services’s Lam Research LRCX Stock Holding History

Peterson Wealth Services’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 		$762K Sell
1,758
-22
-1% -$6.68K 0.17% 87
2026
Q1 		$380K Buy
1,780
+216
+14% +$48.3K 0.09% 102
2025
Q4 		$268K Buy
1,564
+609
+64% +$94.7K 0.07% 105
2025
Q3 		$216K Buy
+955
New +$101K 0.05% 119
2024
Q4 		– Sell
-430
Closed -$35.1K – 227
2024
Q3 		$35.1K Buy
+430
New +$37.4K 0.01% 168

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

Peterson Wealth Services's LRCX Position: Q2 2026 in Review

Peterson Wealth Services reduced its Lam Research (LRCX) stake by 1.2% in Q2 2026, selling an estimated $6.68K and leaving 1,758 shares worth $762K. The position accounts for 0.17% of the portfolio, ranked #87.

Peterson Wealth Services first reported a position in LRCX in Q3 2024 and has held it in 5 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Peterson Wealth Services held 1,758 shares of Lam Research worth $762K as of Q2 2026.
  • Peterson Wealth Services sold 22 Lam Research shares in Q2 2026, an estimated $6.68K.
  • Lam Research made up 0.17% of Peterson Wealth Services's portfolio in Q2 2026, its #87 holding.
  • Peterson Wealth Services first reported a position in Lam Research in Q3 2024 and has held it in 5 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.