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Procyon Advisors’s Lam Research LRCX Stock Holding History

Procyon 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 		$13M Buy
30,013
+3,198
+12% +$971K 0.56% 40
2026
Q1 		$5.73M Buy
26,815
+1,197
+5% +$268K 0.28% 82
2025
Q4 		$4.39M Buy
25,618
+11,348
+80% +$1.76M 0.22% 99
2025
Q3 		$1.91M Buy
14,270
+2,343
+20% +$248K 0.11% 153
2025
Q2 		$1.16M Sell
11,927
-5,232
-30% -$415K 0.11% 173
2025
Q1 		$1.25M Buy
17,159
+2,052
+14% +$162K 0.08% 236
2024
Q4 		$1.09M Buy
15,107
+267
+2% +$20.3K 0.07% 229
2024
Q3 		$1.22M Sell
14,840
-610
-4% -$53K 0.08% 215
2024
Q2 		$1.64M Sell
15,450
-4,290
-22% -$411K 0.12% 169
2024
Q1 		$1.92M Sell
19,740
-600
-3% -$52.8K 0.15% 155
2023
Q4 		$1.59M Sell
20,340
-1,580
-7% -$108K 0.14% 164
2023
Q3 		$1.37M Buy
21,920
+910
+4% +$59.8K 0.14% 163
2023
Q2 		$1.35M Buy
21,010
+1,680
+9% +$94.7K 0.17% 137
2023
Q1 		$1.02M Buy
19,330
+2,880
+18% +$141K 0.17% 131
2022
Q4 		$691K Buy
16,450
+760
+5% +$31.8K 0.13% 165
2022
Q3 		$574K Buy
15,690
+1,540
+11% +$68.6K 0.14% 145
2022
Q2 		$603K Sell
14,150
-750
-5% -$35.7K 0.13% 154
2022
Q1 		$801K Sell
14,900
-350
-2% -$20.4K 0.17% 126
2021
Q4 		$1.1M Sell
15,250
-70
-0.5% -$4.39K 0.23% 95
2021
Q3 		$872K Buy
15,320
+730
+5% +$44.4K 0.22% 104
2021
Q2 		$949K Buy
14,590
+230
+2% +$14.5K 0.26% 85
2021
Q1 		$855K Buy
14,360
+20
+0.1% +$1.09K 0.38% 70
2020
Q4 		$677K Buy
14,340
+2,350
+20% +$98.9K 0.33% 78
2020
Q3 		$398K Sell
11,990
-610
-5% -$21K 0.22% 107
2020
Q2 		$408K Buy
12,600
+80
+0.6% +$2.18K 0.22% 98
2020
Q1 		$300K Sell
12,520
-2,830
-18% -$81.5K 0.2% 104
2019
Q4 		$449K Buy
+15,350
New +$408K 0.27% 84

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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Procyon Advisors's LRCX Position: Q2 2026 in Review

Procyon Advisors increased its Lam Research (LRCX) stake by 12% in Q2 2026, buying an estimated $971K and bringing the position to 30,013 shares worth $13M. The position accounts for 0.56% of the portfolio, ranked #40.

Procyon Advisors first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 1,330 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Procyon Advisors held 30,013 shares of Lam Research worth $13M as of Q2 2026.
  • Procyon Advisors bought 3,198 Lam Research shares in Q2 2026, an estimated $971K.
  • Lam Research made up 0.56% of Procyon Advisors's portfolio in Q2 2026, its #40 holding.
  • Procyon Advisors first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.