Thurston Springer Miller Herd & Titak’s Lam Research LRCX Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.26M	Buy	2,902 +973	+50%	+$295K	0.46%	54
2026 Q1	$412K	Sell	1,929 -653	-25%	-$146K	0.17%	156
2025 Q4	$442K	Buy	2,582 +1,864	+260%	+$290K	0.15%	161
2025 Q3	$96.1K	Sell	718 -14,541	-95%	-$1.54M	0.19%	144
2025 Q2	$1.49M	Buy	15,259 +2,274	+18%	+$180K	0.19%	131
2025 Q1	$944K	Buy	12,985 +3,220	+33%	+$254K	0.16%	137
2024 Q4	$705K	Buy	9,765 +2,695	+38%	+$204K	0.14%	152
2024 Q3	$577K	Buy	7,070 +590	+9%	+$51.3K	0.16%	151
2024 Q2	$690K	Buy	+6,480	New	+$621K	0.21%	114

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's LRCX Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Lam Research (LRCX) stake by 50% in Q2 2026, buying an estimated $295K and bringing the position to 2,902 shares worth $1.26M. The position accounts for 0.46% of the portfolio, ranked #54.

Thurston Springer Miller Herd & Titak first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q2 2025. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Thurston Springer Miller Herd & Titak held 2,902 shares of Lam Research worth $1.26M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 973 Lam Research shares in Q2 2026, an estimated $295K.
Lam Research made up 0.46% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #54 holding.
Thurston Springer Miller Herd & Titak first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Lam Research position peaked at $1.49M in Q2 2025.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.