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Seek First’s Lam Research LRCX Stock Holding History

Seek First’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 		$4M Buy
9,222
+9
+0.1% +$2.73K 2.52% 10
2026
Q1 		$1.97M Buy
9,213
+12
+0.1% +$2.68K 1.39% 12
2025
Q4 		$1.58M Sell
9,201
-165
-2% -$25.7K 1.09% 19
2025
Q3 		$1.25M Buy
9,366
+20
+0.2% +$2.12K 0.9% 22
2025
Q2 		$910K Buy
9,346
+33
+0.4% +$2.62K 0.74% 24
2025
Q1 		$677K Buy
+9,313
New +$733K 0.6% 28

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

Seek First's LRCX Position: Q2 2026 in Review

Seek First increased its Lam Research (LRCX) stake by 0.1% in Q2 2026, buying an estimated $2.73K and bringing the position to 9,222 shares worth $4M. The position accounts for 2.52% of the portfolio, ranked #10.

Seek First first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Seek First held 9,222 shares of Lam Research worth $4M as of Q2 2026.
  • Seek First bought 9 Lam Research shares in Q2 2026, an estimated $2.73K.
  • Lam Research made up 2.52% of Seek First's portfolio in Q2 2026, its #10 holding.
  • Seek First first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.