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SJS Investment Consulting’s Lam Research LRCX Stock Holding History

SJS Investment Consulting’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 		$760K Sell
1,754
-41
-2% -$12.4K 0.08% 69
2026
Q1 		$384K Buy
1,795
+579
+48% +$129K 0.05% 97
2025
Q4 		$208K Buy
1,216
+81
+7% +$12.6K 0.03% 142
2025
Q3 		$152K Buy
1,135
+573
+102% +$60.7K 0.02% 154
2025
Q2 		$54.7K Sell
562
-40
-7% -$3.17K 0.01% 178
2025
Q1 		$43.8K Buy
602
+472
+363% +$37.2K 0.01% 205
2024
Q4 		$9.39K Sell
130
-40
-24% -$3.03K ﹤0.01% 357
2024
Q3 		$13.9K Sell
170
-470
-73% -$40.9K ﹤0.01% 334
2024
Q2 		$68.2K Buy
640
+220
+52% +$21.1K 0.01% 151
2024
Q1 		$40.8K Buy
420
+250
+147% +$22K 0.01% 205
2023
Q4 		$13.3K Sell
170
-20
-11% -$1.36K ﹤0.01% 272
2023
Q3 		$11.9K Buy
190
+20
+12% +$1.31K ﹤0.01% 272
2023
Q2 		$10.9K Sell
170
-20
-11% -$1.13K ﹤0.01% 266
2023
Q1 		$10.1K Buy
190
+30
+19% +$1.47K ﹤0.01% 292
2022
Q4 		$6.72K Buy
160
+30
+23% +$1.25K ﹤0.01% 321
2022
Q3 		$5K Buy
+130
New +$5.79K ﹤0.01% 333
2022
Q1 		$32K Buy
600
+560
+1,400% +$32.6K 0.01% 230
2021
Q4 		$3K Buy
+40
New +$2.51K ﹤0.01% 455

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
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 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SJS Investment Consulting's LRCX Position: Q2 2026 in Review

SJS Investment Consulting reduced its Lam Research (LRCX) stake by 2.3% in Q2 2026, selling an estimated $12.4K and leaving 1,754 shares worth $760K. The position accounts for 0.08% of the portfolio, ranked #69.

SJS Investment Consulting first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 1,171 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SJS Investment Consulting held 1,754 shares of Lam Research worth $760K as of Q2 2026.
  • SJS Investment Consulting sold 41 Lam Research shares in Q2 2026, an estimated $12.4K.
  • Lam Research made up 0.08% of SJS Investment Consulting's portfolio in Q2 2026, its #69 holding.
  • SJS Investment Consulting first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.