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Spire Wealth Management’s Lam Research LRCX Stock Holding History

Spire Wealth Management’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 		$21.6M Sell
49,914
-2,907
-6% -$882K 0.65% 39
2026
Q1 		$11.3M Buy
52,821
+27,221
+106% +$6.09M 0.39% 59
2025
Q4 		$4.38M Buy
25,600
+308
+1% +$47.9K 0.15% 138
2025
Q3 		$3.39M Buy
25,292
+4,073
+19% +$431K 0.12% 150
2025
Q2 		$2.04M Buy
21,219
+14,503
+216% +$1.15M 0.07% 223
2025
Q1 		$488K Buy
6,716
+1,511
+29% +$119K 0.02% 564
2024
Q4 		$376K Sell
5,205
-11,635
-69% -$882K 0.01% 648
2024
Q3 		$1.37M Buy
16,840
+2,990
+22% +$260K 0.05% 307
2024
Q2 		$1.48M Buy
13,850
+9,390
+211% +$901K 0.05% 277
2024
Q1 		$433K Buy
4,460
+50
+1% +$4.4K 0.01% 554
2023
Q4 		$364K Sell
4,410
-2,880
-40% -$196K 0.01% 592
2023
Q3 		$457K Buy
7,290
+590
+9% +$38.8K 0.02% 496
2023
Q2 		$431K Sell
6,700
-1,550
-19% -$87.4K 0.02% 524
2023
Q1 		$437K Sell
8,250
-94,250
-92% -$4.63M 0.02% 522
2022
Q4 		$4.31M Sell
102,500
-3,960
-4% -$166K 0.24% 96
2022
Q3 		$3.9M Sell
106,460
-26,960
-20% -$1.2M 0.24% 96
2022
Q2 		$5.69M Sell
133,420
-61,700
-32% -$2.94M 0.23% 110
2022
Q1 		$10.5M Sell
195,120
-14,940
-7% -$870K 0.28% 96
2021
Q4 		$15.1M Buy
210,060
+8,660
+4% +$543K 0.34% 79
2021
Q3 		$11.5M Buy
201,400
+11,560
+6% +$703K 0.3% 95
2021
Q2 		$12.3M Buy
189,840
+5,330
+3% +$336K 0.33% 78
2021
Q1 		$10.9M Buy
+184,510
New +$10.1M 0.29% 94

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

Spire Wealth Management's LRCX Position: Q2 2026 in Review

Spire Wealth Management reduced its Lam Research (LRCX) stake by 5.5% in Q2 2026, selling an estimated $882K and leaving 49,914 shares worth $21.6M. The position accounts for 0.65% of the portfolio, ranked #39.

Spire Wealth Management first reported a position in LRCX in Q1 2021 and has held it in 22 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Spire Wealth Management held 49,914 shares of Lam Research worth $21.6M as of Q2 2026.
  • Spire Wealth Management sold 2,907 Lam Research shares in Q2 2026, an estimated $882K.
  • Lam Research made up 0.65% of Spire Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Spire Wealth Management first reported a position in Lam Research in Q1 2021 and has held it in 22 quarters since.
  • 880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.