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SteelPeak Wealth’s Lam Research LRCX Stock Holding History

SteelPeak Wealth’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 		$59.9M Sell
138,129
-5,877
-4% -$1.78M 1.55% 18
2026
Q1 		$30.8M Sell
144,006
-71,821
-33% -$16.1M 0.94% 22
2025
Q4 		$37M Buy
215,827
+197,066
+1,050% +$30.7M 1.21% 21
2025
Q3 		$2.52M Sell
18,761
-6,293
-25% -$666K 0.08% 185
2025
Q2 		$2.44M Sell
25,054
-17,010
-40% -$1.35M 0.09% 168
2025
Q1 		$3.07M Buy
42,064
+178
+0.4% +$14K 0.13% 130
2024
Q4 		$3.04M Buy
41,886
+856
+2% +$64.9K 0.12% 130
2024
Q3 		$3.36M Sell
41,030
-71,680
-64% -$6.23M 0.15% 117
2024
Q2 		$12M Buy
112,710
+2,960
+3% +$284K 0.56% 45
2024
Q1 		$10.7M Buy
109,750
+59,160
+117% +$5.2M 0.54% 45
2023
Q4 		$3.97M Buy
50,590
+430
+0.9% +$29.3K 0.23% 92
2023
Q3 		$3.15M Sell
50,160
-780
-2% -$51.2K 0.2% 105
2023
Q2 		$3.28M Sell
50,940
-51,400
-50% -$2.9M 0.19% 91
2023
Q1 		$5.44M Sell
102,340
-4,310
-4% -$212K 0.37% 65
2022
Q4 		$4.5M Sell
106,650
-5,120
-5% -$214K 0.33% 65
2022
Q3 		$4.11M Buy
111,770
+4,090
+4% +$182K 0.31% 70
2022
Q2 		$4.61M Sell
107,680
-21,810
-17% -$1.04M 0.33% 67
2022
Q1 		$6.96M Sell
129,490
-7,350
-5% -$428K 0.39% 62
2021
Q4 		$9.84M Sell
136,840
-109,840
-45% -$6.89M 0.56% 41
2021
Q3 		$14M Buy
246,680
+156,580
+174% +$9.53M 0.93% 24
2021
Q2 		$5.86M Sell
90,100
-17,090
-16% -$1.08M 0.41% 66
2021
Q1 		$6.38M Buy
107,190
+9,030
+9% +$492K 0.5% 56
2020
Q4 		$4.64M Buy
98,160
+12,330
+14% +$519K 0.42% 62
2020
Q3 		$2.85M Buy
85,830
+4,910
+6% +$169K 0.31% 73
2020
Q2 		$2.62M Buy
80,920
+2,870
+4% +$78.3K 0.33% 66
2020
Q1 		$1.87M Buy
78,050
+630
+0.8% +$18.1K 0.3% 73
2019
Q4 		$2.26M Buy
+77,420
New +$2.06M 0.31% 71

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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SteelPeak Wealth's LRCX Position: Q2 2026 in Review

SteelPeak Wealth reduced its Lam Research (LRCX) stake by 4.1% in Q2 2026, selling an estimated $1.78M and leaving 138,129 shares worth $59.9M. The position accounts for 1.55% of the portfolio, ranked #18.

SteelPeak Wealth first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SteelPeak Wealth held 138,129 shares of Lam Research worth $59.9M as of Q2 2026.
  • SteelPeak Wealth sold 5,877 Lam Research shares in Q2 2026, an estimated $1.78M.
  • Lam Research made up 1.55% of SteelPeak Wealth's portfolio in Q2 2026, its #18 holding.
  • SteelPeak Wealth first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.