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Tilson Financial Group’s Lam Research LRCX Stock Holding History

Tilson Financial Group’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 		$841K Sell
1,940
-385
-17% -$117K 0.23% 43
2026
Q1 		$497K Hold
2,325
– – 0.15% 57
2025
Q4 		$398K Sell
2,325
-160
-6% -$24.9K 0.12% 62
2025
Q3 		$333K Hold
2,485
– – 0.11% 62
2025
Q2 		$242K Buy
+2,485
New +$197K 0.09% 64
2024
Q2 		– Sell
-2,850
Closed -$277K – 54
2024
Q1 		$277K Hold
2,850
– – 0.15% 58
2023
Q4 		$223K Buy
+2,850
New +$194K 0.14% 62

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Tilson Financial Group's LRCX Position: Q2 2026 in Review

Tilson Financial Group reduced its Lam Research (LRCX) stake by 17% in Q2 2026, selling an estimated $117K and leaving 1,940 shares worth $841K. The position accounts for 0.23% of the portfolio, ranked #43.

Tilson Financial Group first reported a position in LRCX in Q4 2023 and has held it in 7 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Tilson Financial Group held 1,940 shares of Lam Research worth $841K as of Q2 2026.
  • Tilson Financial Group sold 385 Lam Research shares in Q2 2026, an estimated $117K.
  • Lam Research made up 0.23% of Tilson Financial Group's portfolio in Q2 2026, its #43 holding.
  • Tilson Financial Group first reported a position in Lam Research in Q4 2023 and has held it in 7 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.