Silver Coast Investments’s Lam Research LRCX Stock Holding History

Silver Coast Investments’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	$1.86M	Sell	4,302 -1,130	-21%	-$343K	0.56%	32
2026 Q1	$1.16M	Sell	5,432 -1,563	-22%	-$349K	0.37%	33
2025 Q4	$1.2M	Sell	6,995 -909	-12%	-$141K	0.41%	29
2025 Q3	$1.06M	Hold	7,904	–	–	0.36%	31
2025 Q2	$769K	Buy	7,904 +609	+8%	+$48.3K	0.28%	35
2025 Q1	$530K	Buy	7,295 +1,565	+27%	+$123K	0.2%	43
2024 Q4	$414K	Buy	5,730 +1,150	+25%	+$87.2K	0.16%	55
2024 Q3	$374K	Hold	4,580	–	–	0.14%	59
2024 Q2	$488K	Hold	4,580	–	–	0.2%	44
2024 Q1	$445K	Buy	4,580 +980	+27%	+$86.2K	0.18%	48
2023 Q4	$282K	Buy	+3,600	New	+$245K	0.13%	56

Other funds holding LRCX

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Silver Coast Investments's LRCX Position: Q2 2026 in Review

Silver Coast Investments reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $343K and leaving 4,302 shares worth $1.86M. The position accounts for 0.56% of the portfolio, ranked #32.

Silver Coast Investments first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 1,636 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Silver Coast Investments held 4,302 shares of Lam Research worth $1.86M as of Q2 2026.
Silver Coast Investments sold 1,130 Lam Research shares in Q2 2026, an estimated $343K.
Lam Research made up 0.56% of Silver Coast Investments's portfolio in Q2 2026, its #32 holding.
Silver Coast Investments first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
1,636 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Silver Coast Investments's 13F filing for Q2 2026, filed 24 Jul 2026.