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Somerset Trust’s Lam Research LRCX Stock Holding History

Somerset Trust’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 		$1.74M Sell
4,012
-208
-5% -$63.1K 0.49% 56
2026
Q1 		$902K Sell
4,220
-88
-2% -$19.7K 0.28% 72
2025
Q4 		$737K Sell
4,308
-528
-11% -$82.1K 0.23% 79
2025
Q3 		$648K Buy
4,836
+29
+0.6% +$3.07K 0.2% 83
2025
Q2 		$468K Buy
4,807
+256
+6% +$20.3K 0.15% 108
2025
Q1 		$331K Buy
4,551
+1,254
+38% +$98.8K 0.12% 125
2024
Q4 		$238K Buy
+3,297
New +$250K 0.09% 140
2024
Q3 		– Sell
-2,350
Closed -$250K – 156
2024
Q2 		$250K Buy
2,350
+250
+12% +$24K 0.1% 128
2024
Q1 		$204K Buy
+2,100
New +$185K 0.08% 146

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Somerset Trust's LRCX Position: Q2 2026 in Review

Somerset Trust reduced its Lam Research (LRCX) stake by 4.9% in Q2 2026, selling an estimated $63.1K and leaving 4,012 shares worth $1.74M. The position accounts for 0.49% of the portfolio, ranked #56.

Somerset Trust first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Somerset Trust held 4,012 shares of Lam Research worth $1.74M as of Q2 2026.
  • Somerset Trust sold 208 Lam Research shares in Q2 2026, an estimated $63.1K.
  • Lam Research made up 0.49% of Somerset Trust's portfolio in Q2 2026, its #56 holding.
  • Somerset Trust first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
  • 601 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.