Romano Brothers & Co’s Lam Research LRCX Stock Holding History

Romano Brothers & Co’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	$11.5M	Sell	26,510 -2,550	-9%	-$774K	1.16%	19
2026 Q1	$6.21M	Sell	29,060 -275	-0.9%	-$61.5K	0.71%	36
2025 Q4	$5.02M	Sell	29,335 -90	-0.3%	-$14K	0.57%	48
2025 Q3	$3.94M	Sell	29,425 -260	-0.9%	-$27.5K	0.45%	67
2025 Q2	$2.89M	Hold	29,685	–	–	0.36%	81
2025 Q1	$2.16M	Buy	29,685 +1,500	+5%	+$118K	0.28%	97
2024 Q4	$2.04M	Buy	+28,185	New	+$2.14M	0.26%	105
2023 Q1	–	Sell	-1,170	Closed	-$49.2K	–	665
2022 Q4	$49.2K	Buy	+1,170	New	+$48.9K	0.01%	472

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

Romano Brothers & Co's LRCX Position: Q2 2026 in Review

Romano Brothers & Co reduced its Lam Research (LRCX) stake by 8.8% in Q2 2026, selling an estimated $774K and leaving 26,510 shares worth $11.5M. The position accounts for 1.16% of the portfolio, ranked #19.

Romano Brothers & Co first reported a position in LRCX in Q4 2022 and has held it in 8 quarters since. 973 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Romano Brothers & Co held 26,510 shares of Lam Research worth $11.5M as of Q2 2026.
Romano Brothers & Co sold 2,550 Lam Research shares in Q2 2026, an estimated $774K.
Lam Research made up 1.16% of Romano Brothers & Co's portfolio in Q2 2026, its #19 holding.
Romano Brothers & Co first reported a position in Lam Research in Q4 2022 and has held it in 8 quarters since.
973 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.