Silverleafe Capital Partners’s Lam Research LRCX Stock Holding History

Silverleafe Capital Partners’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	$1.87M	Buy	4,307 +806	+23%	+$245K	0.51%	38
2026 Q1	$748K	Buy	+3,501	New	+$783K	0.22%	52
2020 Q4	–	Sell	-610	Closed	-$20K	–	75
2020 Q3	$20K	Buy	+610	New	+$21K	0.01%	64

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

Silverleafe Capital Partners's LRCX Position: Q2 2026 in Review

Silverleafe Capital Partners increased its Lam Research (LRCX) stake by 23% in Q2 2026, buying an estimated $245K and bringing the position to 4,307 shares worth $1.87M. The position accounts for 0.51% of the portfolio, ranked #38.

Silverleafe Capital Partners first reported a position in LRCX in Q3 2020 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Silverleafe Capital Partners held 4,307 shares of Lam Research worth $1.87M as of Q2 2026.
Silverleafe Capital Partners bought 806 Lam Research shares in Q2 2026, an estimated $245K.
Lam Research made up 0.51% of Silverleafe Capital Partners's portfolio in Q2 2026, its #38 holding.
Silverleafe Capital Partners first reported a position in Lam Research in Q3 2020 and has held it in 3 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Silverleafe Capital Partners's 13F filing for Q2 2026, filed 2 Jul 2026.