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Traynor Capital Management’s Lam Research LRCX Stock Holding History

Traynor Capital Management’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 		$17.1M Sell
39,375
-366
-0.9% -$111K 0.78% 26
2026
Q1 		$7.95M Buy
39,741
+410
+1% +$91.7K 0.47% 40
2025
Q4 		$6.73M Buy
39,331
+53
+0.1% +$8.24K 0.36% 48
2025
Q3 		$5.26M Buy
39,278
+36,230
+1,189% +$3.84M 0.3% 51
2025
Q2 		$295K Sell
3,048
-541
-15% -$42.9K 0.02% 183
2025
Q1 		$261K Buy
3,589
+263
+8% +$20.7K 0.02% 173
2024
Q4 		$240K Buy
3,326
+356
+12% +$27K 0.02% 213
2024
Q3 		$243K Sell
2,970
-320
-10% -$27.8K 0.01% 208
2024
Q2 		$351K Buy
3,290
+170
+5% +$16.3K 0.03% 164
2024
Q1 		$303K Sell
3,120
-20
-0.6% -$1.76K 0.03% 181
2023
Q4 		$246K Buy
+3,140
New +$214K 0.03% 180
2022
Q2 		– Sell
-16,780
Closed -$902K – 200
2022
Q1 		$902K Sell
16,780
-10,050
-37% -$585K 0.12% 83
2021
Q4 		$1.93M Buy
26,830
+180
+0.7% +$11.3K 0.23% 63
2021
Q3 		$1.52M Buy
26,650
+10,130
+61% +$616K 0.21% 71
2021
Q2 		$1.04M Buy
16,520
+8,180
+98% +$516K 0.15% 79
2021
Q1 		$496K Buy
+8,340
New +$454K 0.08% 107
2020
Q3 		– Sell
-9,440
Closed -$305K – 163
2020
Q2 		$305K Buy
+9,440
New +$257K 0.07% 114
2018
Q2 		– Sell
-10,270
Closed -$208K – 196
2018
Q1 		$208K Buy
+10,270
New +$203K 0.08% 156

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

Traynor Capital Management's LRCX Position: Q2 2026 in Review

Traynor Capital Management reduced its Lam Research (LRCX) stake by 0.92% in Q2 2026, selling an estimated $111K and leaving 39,375 shares worth $17.1M. The position accounts for 0.78% of the portfolio, ranked #26.

Traynor Capital Management first reported a position in LRCX in Q1 2018 and has held it in 18 quarters since. 899 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Traynor Capital Management held 39,375 shares of Lam Research worth $17.1M as of Q2 2026.
  • Traynor Capital Management sold 366 Lam Research shares in Q2 2026, an estimated $111K.
  • Lam Research made up 0.78% of Traynor Capital Management's portfolio in Q2 2026, its #26 holding.
  • Traynor Capital Management first reported a position in Lam Research in Q1 2018 and has held it in 18 quarters since.
  • 899 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.