Smith Thornton Advisors’s Lam Research LRCX Stock Holding History

Smith Thornton Advisors’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	$528K	Hold	1,600	–	–	0.23%	83
2026 Q1	$342K	Hold	1,600	–	–	0.17%	107
2025 Q4	$274K	Hold	1,600	–	–	0.14%	115
2025 Q3	$214K	Buy	+1,600	New	+$169K	0.11%	126
2025 Q2	–	Sell	-3,200	Closed	-$233K	–	140
2025 Q1	$233K	Hold	3,200	–	–	0.14%	122
2024 Q4	$231K	Hold	3,200	–	–	0.15%	128
2024 Q3	$261K	Hold	3,200	–	–	0.17%	115
2024 Q2	$341K	Buy	+3,200	New	+$307K	0.25%	97

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

Smith Thornton Advisors's LRCX Position: Q2 2026 in Review

Smith Thornton Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 1,600 shares worth $528K. The position accounts for 0.23% of the portfolio, ranked #83.

Smith Thornton Advisors first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Smith Thornton Advisors held 1,600 shares of Lam Research worth $528K as of Q2 2026.
Smith Thornton Advisors left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.23% of Smith Thornton Advisors's portfolio in Q2 2026, its #83 holding.
Smith Thornton Advisors first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.