Poehling Capital Management’s Lam Research LRCX Stock Holding History

Poehling 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	$1.43M	Hold	3,300	–	–	0.31%	72
2026 Q1	$705K	Hold	3,300	–	–	0.15%	92
2025 Q4	$565K	Hold	3,300	–	–	0.12%	96
2025 Q3	$442K	Hold	3,300	–	–	0.09%	103
2025 Q2	$321K	Hold	3,300	–	–	0.08%	111
2025 Q1	$240K	Hold	3,300	–	–	0.06%	123
2024 Q4	$238K	Hold	3,300	–	–	0.06%	125
2024 Q3	$269K	Hold	3,300	–	–	0.07%	120
2024 Q2	$351K	Hold	3,300	–	–	0.1%	102
2024 Q1	$321K	Hold	3,300	–	–	0.09%	105
2023 Q4	$258K	Hold	3,300	–	–	0.08%	111
2023 Q3	$207K	Hold	3,300	–	–	0.07%	116
2023 Q2	$212K	Sell	3,300 -750	-19%	-$42.3K	0.07%	115
2023 Q1	$215K	Buy	+4,050	New	+$199K	0.07%	112
2022 Q1	–	Sell	-3,300	Closed	-$237K	–	149
2021 Q4	$237K	Buy	+3,300	New	+$207K	0.08%	124
2021 Q3	–	Sell	-3,300	Closed	-$215K	–	143
2021 Q2	$215K	Buy	+3,300	New	+$208K	0.07%	141

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

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

Poehling Capital Management held its Lam Research (LRCX) position steady in Q2 2026 at 3,300 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #72.

Poehling Capital Management first reported a position in LRCX in Q2 2021 and has held it in 16 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Poehling Capital Management held 3,300 shares of Lam Research worth $1.43M as of Q2 2026.
Poehling Capital Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.31% of Poehling Capital Management's portfolio in Q2 2026, its #72 holding.
Poehling Capital Management first reported a position in Lam Research in Q2 2021 and has held it in 16 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.