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Roxbury Financial’s Lam Research LRCX Stock Holding History

Roxbury Financial’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 		$218K Sell
502
-5
-1% -$1.52K 0.17% 100
2026
Q1 		$108K Sell
507
-13
-3% -$2.91K 0.1% 133
2025
Q4 		$89.1K Hold
520
– – 0.08% 134
2025
Q3 		$69.6K Buy
520
+1
+0.2% +$106 0.06% 152
2025
Q2 		$50.5K Sell
519
-1
-0.2% -$79 0.05% 168
2025
Q1 		$39.9K Buy
520
+2
+0.4% +$157 0.04% 184
2024
Q4 		$38.3K Buy
+518
New +$39.3K 0.04% 184

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Roxbury Financial's LRCX Position: Q2 2026 in Review

Roxbury Financial reduced its Lam Research (LRCX) stake by 0.99% in Q2 2026, selling an estimated $1.52K and leaving 502 shares worth $218K. The position accounts for 0.17% of the portfolio, ranked #100.

Roxbury Financial first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Roxbury Financial held 502 shares of Lam Research worth $218K as of Q2 2026.
  • Roxbury Financial sold 5 Lam Research shares in Q2 2026, an estimated $1.52K.
  • Lam Research made up 0.17% of Roxbury Financial's portfolio in Q2 2026, its #100 holding.
  • Roxbury Financial first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.