RMR Wealth Builders’s Lam Research LRCX Stock Holding History

RMR Wealth Builders’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	$1.98M	Sell	4,579 -214	-4%	-$65K	0.12%	88
2026 Q1	$1.03M	Buy	4,793 +418	+10%	+$93.5K	0.08%	113
2025 Q4	$749K	Buy	4,375 +255	+6%	+$39.7K	0.06%	136
2025 Q3	$552K	Buy	4,120 +440	+12%	+$46.6K	0.05%	158
2025 Q2	$358K	Sell	3,680 -157	-4%	-$12.5K	0.03%	200
2025 Q1	$279K	Sell	3,837 -18	-0.5%	-$1.42K	0.03%	212
2024 Q4	$278K	Buy	+3,855	New	+$292K	0.03%	215
2024 Q3	–	Sell	-3,750	Closed	-$399K	–	267
2024 Q2	$399K	Sell	3,750 -220	-6%	-$21.1K	0.05%	169
2024 Q1	$386K	Buy	+3,970	New	+$349K	0.05%	175
2021 Q2	–	Sell	-2,120	Closed	-$126K	–	461
2021 Q1	$126K	Buy	+2,120	New	+$116K	0.03%	244

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

RMR Wealth Builders's LRCX Position: Q2 2026 in Review

RMR Wealth Builders reduced its Lam Research (LRCX) stake by 4.5% in Q2 2026, selling an estimated $65K and leaving 4,579 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #88.

RMR Wealth Builders first reported a position in LRCX in Q1 2021 and has held it in 10 quarters since. 1,073 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

RMR Wealth Builders held 4,579 shares of Lam Research worth $1.98M as of Q2 2026.
RMR Wealth Builders sold 214 Lam Research shares in Q2 2026, an estimated $65K.
Lam Research made up 0.12% of RMR Wealth Builders's portfolio in Q2 2026, its #88 holding.
RMR Wealth Builders first reported a position in Lam Research in Q1 2021 and has held it in 10 quarters since.
1,073 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.