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Sowell Financial Services’s Lam Research LRCX Stock Holding History

Sowell Financial Services’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 		$8.54M Sell
19,705
-85
-0.4% -$25.8K 0.28% 74
2026
Q1 		$4.23M Buy
19,790
+426
+2% +$95.2K 0.16% 138
2025
Q4 		$3.31M Sell
19,364
-96
-0.5% -$14.9K 0.12% 172
2025
Q3 		$2.61M Sell
19,460
-813
-4% -$86.1K 0.1% 215
2025
Q2 		$1.97M Buy
20,273
+226
+1% +$17.9K 0.08% 271
2025
Q1 		$1.46M Buy
20,047
+899
+5% +$70.8K 0.07% 299
2024
Q4 		$1.38M Buy
+19,148
New +$1.45M 0.07% 263
2023
Q2 		– Sell
-22,660
Closed -$1.2M – 713
2023
Q1 		$1.2M Buy
+22,660
New +$1.11M 0.09% 263
2021
Q2 		– Sell
-30,430
Closed -$1.88M – 1781
2021
Q1 		$1.88M Buy
30,430
+6,030
+25% +$329K 0.07% 259
2020
Q4 		$1.15M Buy
24,400
+2,300
+10% +$96.8K 0.05% 296
2020
Q3 		$733K Sell
22,100
-13,300
-38% -$458K 0.04% 372
2020
Q2 		$1.15M Buy
35,400
+15,710
+80% +$428K 0.06% 248
2020
Q1 		$473K Sell
19,690
-660
-3% -$19K 0.04% 413
2019
Q4 		$595K Buy
20,350
+1,000
+5% +$26.6K 0.05% 401
2019
Q3 		$447K Buy
+19,350
New +$406K 0.04% 440
2018
Q4 		– Sell
-26,370
Closed -$400K – 499
2018
Q3 		$400K Buy
+26,370
New +$450K 0.06% 232
2017
Q1 		– Sell
-240
Closed -$3K – 435
2016
Q4 		$3K Buy
+240
New +$2.44K ﹤0.01% 567

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
Mirae Asset Global Investments
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)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sowell Financial Services's LRCX Position: Q2 2026 in Review

Sowell Financial Services reduced its Lam Research (LRCX) stake by 0.43% in Q2 2026, selling an estimated $25.8K and leaving 19,705 shares worth $8.54M. The position accounts for 0.28% of the portfolio, ranked #74.

Sowell Financial Services first reported a position in LRCX in Q4 2016 and has held it in 17 quarters since. 982 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sowell Financial Services held 19,705 shares of Lam Research worth $8.54M as of Q2 2026.
  • Sowell Financial Services sold 85 Lam Research shares in Q2 2026, an estimated $25.8K.
  • Lam Research made up 0.28% of Sowell Financial Services's portfolio in Q2 2026, its #74 holding.
  • Sowell Financial Services first reported a position in Lam Research in Q4 2016 and has held it in 17 quarters since.
  • 982 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.