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RAM Investment Partners’s Lam Research LRCX Stock Holding History

RAM Investment Partners’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 		$4.29M Sell
9,905
-1,120
-10% -$340K 0.69% 17
2026
Q1 		$2.36M Buy
11,025
+695
+7% +$155K 0.41% 28
2025
Q4 		$1.77M Sell
10,330
-712
-6% -$111K 0.32% 29
2025
Q3 		$1.48M Sell
11,042
-99
-0.9% -$10.5K 0.28% 30
2025
Q2 		$1.08M Sell
11,141
-777
-7% -$61.6K 0.23% 32
2025
Q1 		$866K Sell
11,918
-2,229
-16% -$176K 0.21% 32
2024
Q4 		$1.02M Buy
14,147
+217
+2% +$16.5K 0.25% 33
2024
Q3 		$1.14M Sell
13,930
-10
-0.1% -$869 0.3% 27
2024
Q2 		$1.48M Buy
13,940
+100
+0.7% +$9.59K 0.43% 20
2024
Q1 		$1.35M Buy
13,840
+360
+3% +$31.7K 0.42% 21
2023
Q4 		$1.06M Buy
13,480
+2,190
+19% +$149K 0.37% 21
2023
Q3 		$708K Sell
11,290
-1,980
-15% -$130K 0.3% 25
2023
Q2 		$853K Buy
13,270
+50
+0.4% +$2.82K 0.36% 21
2023
Q1 		$701K Buy
13,220
+10
+0.1% +$491 0.38% 22
2022
Q4 		$555K Buy
+13,210
New +$553K 0.34% 24

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

RAM Investment Partners's LRCX Position: Q2 2026 in Review

RAM Investment Partners reduced its Lam Research (LRCX) stake by 10% in Q2 2026, selling an estimated $340K and leaving 9,905 shares worth $4.29M. The position accounts for 0.69% of the portfolio, ranked #17.

RAM Investment Partners first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 1,435 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • RAM Investment Partners held 9,905 shares of Lam Research worth $4.29M as of Q2 2026.
  • RAM Investment Partners sold 1,120 Lam Research shares in Q2 2026, an estimated $340K.
  • Lam Research made up 0.69% of RAM Investment Partners's portfolio in Q2 2026, its #17 holding.
  • RAM Investment Partners first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.