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SVB Wealth’s Lam Research LRCX Stock Holding History

SVB 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 		$10.3M Sell
23,695
-6,059
-20% -$1.84M 0.65% 36
2026
Q1 		$6.36M Buy
29,754
+2,743
+10% +$613K 0.42% 55
2025
Q4 		$4.62M Sell
27,011
-1,223
-4% -$190K 0.27% 76
2025
Q3 		$3.78M Sell
28,234
-21
-0.1% -$2.22K 0.2% 103
2025
Q2 		$2.75M Buy
+28,255
New +$2.24M 0.15% 131
2025
Q1 		– Sell
-25,436
Closed -$1.84M – 1664
2024
Q4 		$1.84M Buy
+25,436
New +$1.93M 0.03% 236
2024
Q3 		– Sell
-18,100
Closed -$1.93M – 353
2024
Q2 		$1.93M Sell
18,100
-1,130
-6% -$108K 0.05% 236
2024
Q1 		$1.87M Sell
19,230
-920
-5% -$80.9K 0.04% 257
2023
Q4 		$1.58M Sell
20,150
-500
-2% -$34.1K 0.04% 272
2023
Q3 		$1.29M Sell
20,650
-1,490
-7% -$97.9K 0.03% 280
2023
Q2 		$1.42M Sell
22,140
-5,030
-19% -$284K 0.03% 289
2023
Q1 		$1.44M Sell
27,170
-550
-2% -$27K 0.02% 327
2022
Q4 		$1.17M Sell
27,720
-1,120
-4% -$46.9K 0.02% 367
2022
Q3 		$1.06M Buy
28,840
+11,640
+68% +$518K 0.02% 357
2022
Q2 		$733K Buy
17,200
+3,350
+24% +$159K 0.01% 377
2022
Q1 		$745K Buy
13,850
+1,160
+9% +$67.5K 0.01% 371
2021
Q4 		$913K Sell
12,690
-2,490
-16% -$156K 0.02% 323
2021
Q3 		$864K Sell
15,180
-1,430
-9% -$87K 0.01% 434
2021
Q2 		$1.08M Buy
16,610
+1,190
+8% +$75.1K 0.01% 374
2021
Q1 		$918K Sell
15,420
-920
-6% -$50.1K 0.01% 366
2020
Q4 		$772K Buy
16,340
+1,030
+7% +$43.3K 0.01% 372
2020
Q3 		$509K Buy
15,310
+3,060
+25% +$105K 0.01% 396
2020
Q2 		$396K Sell
12,250
-6,700
-35% -$183K 0.01% 407
2020
Q1 		$455K Buy
18,950
+9,700
+105% +$279K 0.01% 329
2019
Q4 		$271K Sell
9,250
-420
-4% -$11.2K ﹤0.01% 516
2019
Q3 		$224K Buy
+9,670
New +$203K ﹤0.01% 472

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

SVB Wealth's LRCX Position: Q2 2026 in Review

SVB Wealth reduced its Lam Research (LRCX) stake by 20% in Q2 2026, selling an estimated $1.84M and leaving 23,695 shares worth $10.3M. The position accounts for 0.65% of the portfolio, ranked #36.

SVB Wealth first reported a position in LRCX in Q3 2019 and has held it in 26 quarters since. 891 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SVB Wealth held 23,695 shares of Lam Research worth $10.3M as of Q2 2026.
  • SVB Wealth sold 6,059 Lam Research shares in Q2 2026, an estimated $1.84M.
  • Lam Research made up 0.65% of SVB Wealth's portfolio in Q2 2026, its #36 holding.
  • SVB Wealth first reported a position in Lam Research in Q3 2019 and has held it in 26 quarters since.
  • 891 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.