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Traveka Wealth’s Lam Research LRCX Stock Holding History

Traveka 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 		$774K Buy
1,785
+61
+4% +$18.5K 0.26% 73
2026
Q1 		$368K Buy
1,724
+3
+0.2% +$671 0.14% 107
2025
Q4 		$295K Buy
1,721
+8
+0.5% +$1.24K 0.12% 132
2025
Q3 		$229K Buy
+1,713
New +$181K 0.1% 154

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Traveka Wealth's LRCX Position: Q2 2026 in Review

Traveka Wealth increased its Lam Research (LRCX) stake by 3.5% in Q2 2026, buying an estimated $18.5K and bringing the position to 1,785 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #73.

Traveka Wealth first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 1,511 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Traveka Wealth held 1,785 shares of Lam Research worth $774K as of Q2 2026.
  • Traveka Wealth bought 61 Lam Research shares in Q2 2026, an estimated $18.5K.
  • Lam Research made up 0.26% of Traveka Wealth's portfolio in Q2 2026, its #73 holding.
  • Traveka Wealth first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.