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Segment Wealth Management’s Lam Research LRCX Stock Holding History

Segment Wealth Management’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 		$5.23M Hold
12,070
– – 0.27% 78
2026
Q1 		$2.58M Buy
12,070
+697
+6% +$156K 0.15% 101
2025
Q4 		$1.95M Buy
11,373
+3
+0% +$467 0.11% 105
2025
Q3 		$1.52M Hold
11,370
– – 0.09% 126
2025
Q2 		$1.11M Sell
11,370
-9,040
-44% -$717K 0.07% 149
2025
Q1 		$1.48M Sell
20,410
-40
-0.2% -$3.15K 0.1% 120
2024
Q4 		$1.48M Sell
20,450
-20
-0.1% -$1.52K 0.1% 120
2024
Q3 		$1.67M Sell
20,470
-40
-0.2% -$3.48K 0.11% 110
2024
Q2 		$2.18M Hold
20,510
– – 0.16% 91
2024
Q1 		$1.99M Sell
20,510
-120
-0.6% -$10.6K 0.15% 94
2023
Q4 		$1.62M Buy
20,630
+11,030
+115% +$752K 0.14% 101
2023
Q3 		$602K Buy
9,600
+90
+0.9% +$5.91K 0.06% 146
2023
Q2 		$611K Buy
9,510
+330
+4% +$18.6K 0.06% 142
2023
Q1 		$487K Hold
9,180
– – 0.06% 144
2022
Q4 		$386K Hold
9,180
– – 0.04% 162
2022
Q3 		$336K Sell
9,180
-110
-1% -$4.9K 0.04% 176
2022
Q2 		$396K Sell
9,290
-710
-7% -$33.8K 0.05% 160
2022
Q1 		$538K Sell
10,000
-30
-0.3% -$1.75K 0.06% 157
2021
Q4 		$721K Buy
10,030
+850
+9% +$53.3K 0.08% 142
2021
Q3 		$522K Hold
9,180
– – 0.06% 152
2021
Q2 		$597K Hold
9,180
– – 0.07% 147
2021
Q1 		$546K Buy
9,180
+40
+0.4% +$2.18K 0.07% 146
2020
Q4 		$432K Hold
9,140
– – 0.06% 148
2020
Q3 		$303K Hold
9,140
– – 0.05% 167
2020
Q2 		$296K Hold
9,140
– – 0.05% 162
2020
Q1 		$219K Sell
9,140
-2,010
-18% -$57.9K 0.05% 175
2019
Q4 		$326K Buy
+11,150
New +$296K 0.06% 190

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Segment Wealth Management's LRCX Position: Q2 2026 in Review

Segment Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 12,070 shares worth $5.23M. The position accounts for 0.27% of the portfolio, ranked #78.

Segment Wealth Management first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 696 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Segment Wealth Management held 12,070 shares of Lam Research worth $5.23M as of Q2 2026.
  • Segment Wealth Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.27% of Segment Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Segment Wealth Management first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 696 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.