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Townsend & Associates’s Lam Research LRCX Stock Holding History

Townsend & Associates’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 		$1.06M Hold
3,464
– – 0.09% 68
2026
Q1 		$920K Hold
3,464
– – 0.08% 69
2025
Q4 		$753K Sell
3,464
-455
-12% -$70.8K 0.07% 72
2025
Q3 		$555K Hold
3,919
– – 0.05% 77
2025
Q2 		$380K Hold
3,919
– – 0.04% 85
2025
Q1 		$245K Hold
3,919
– – 0.03% 90
2024
Q4 		$319K Sell
3,919
-35,271
-90% -$2.68M 0.03% 87
2024
Q3 		$286K Buy
39,190
+35,270
+900% +$3.07M 0.03% 91
2024
Q2 		$351K Hold
3,920
– – 0.04% 83
2024
Q1 		$348K Buy
3,920
+10
+0.3% +$880 0.04% 79
2023
Q4 		$332K Sell
3,910
-1,520
-28% -$104K 0.04% 83
2023
Q3 		$317K Buy
5,430
+20
+0.4% +$1.31K 0.07% 84
2023
Q2 		$352K Buy
5,410
+10
+0.2% +$564 0.09% 98
2023
Q1 		$283K Buy
5,400
+230
+4% +$11.3K 0.11% 98
2022
Q4 		$264K Sell
5,170
-330
-6% -$13.8K 0.13% 91
2022
Q3 		$245K Buy
5,500
+20
+0.4% +$890 0.11% 76
2022
Q2 		$220K Buy
5,480
+20
+0.4% +$952 0.1% 74
2022
Q1 		$268K Buy
5,460
+20
+0.4% +$1.16K 0.12% 73
2021
Q4 		$397K Buy
5,440
+30
+0.6% +$1.88K 0.22% 62
2021
Q3 		$299K Hold
5,410
– – 0.15% 66
2021
Q2 		$339K Buy
5,410
+20
+0.4% +$1.26K 0.2% 62
2021
Q1 		$321K Buy
5,390
+10
+0.2% +$545 0.21% 62
2020
Q4 		$254K Buy
+5,380
New +$226K 0.19% 64

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

Townsend & Associates's LRCX Position: Q2 2026 in Review

Townsend & Associates held its Lam Research (LRCX) position steady in Q2 2026 at 3,464 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #68.

Townsend & Associates first reported a position in LRCX in Q4 2020 and has held it in 23 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Townsend & Associates held 3,464 shares of Lam Research worth $1.06M as of Q2 2026.
  • Townsend & Associates left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.09% of Townsend & Associates's portfolio in Q2 2026, its #68 holding.
  • Townsend & Associates first reported a position in Lam Research in Q4 2020 and has held it in 23 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.