Triangle Securities Wealth Management’s Lam Research LRCX Stock Holding History

Triangle Securities Wealth 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	$4.33M	Sell	9,985 -458	-4%	-$139K	0.86%	35
2026 Q1	$2.23M	Sell	10,443 -5,454	-34%	-$1.22M	0.51%	59
2025 Q4	$2.72M	Sell	15,897 -1,555	-9%	-$242K	0.57%	51
2025 Q3	$2.34M	Sell	17,452 -135	-0.8%	-$14.3K	0.53%	57
2025 Q2	$1.71M	Buy	17,587 +46	+0.3%	+$3.65K	0.42%	65
2025 Q1	$1.28M	Sell	17,541 -955	-5%	-$75.2K	0.33%	85
2024 Q4	$1.34M	Sell	18,496 -124	-0.7%	-$9.4K	0.34%	73
2024 Q3	$1.52M	Sell	18,620 -890	-5%	-$77.4K	0.39%	68
2024 Q2	$2.08M	Sell	19,510 -1,040	-5%	-$99.7K	0.59%	56
2024 Q1	$2M	Sell	20,550 -770	-4%	-$67.7K	0.57%	61
2023 Q4	$1.67M	Sell	21,320 -630	-3%	-$42.9K	0.52%	61
2023 Q3	$1.38M	Sell	21,950 -1,170	-5%	-$76.9K	0.49%	65
2023 Q2	$1.49M	Sell	23,120 -650	-3%	-$36.6K	0.51%	64
2023 Q1	$1.26M	Sell	23,770 -30	-0.1%	-$1.47K	0.45%	70
2022 Q4	$1M	Buy	23,800 +6,540	+38%	+$274K	0.37%	79
2022 Q3	$632K	Buy	17,260 +1,260	+8%	+$56.1K	0.26%	111
2022 Q2	$682K	Buy	16,000 +1,280	+9%	+$60.9K	0.27%	107
2022 Q1	$791K	Sell	14,720 -490	-3%	-$28.5K	0.26%	106
2021 Q4	$1.09M	Sell	15,210 -30	-0.2%	-$1.88K	0.34%	91
2021 Q3	$867K	Sell	15,240 -640	-4%	-$38.9K	0.29%	99
2021 Q2	$1.03M	Sell	15,880 -1,250	-7%	-$78.9K	0.35%	89
2021 Q1	$1.02M	Sell	17,130 -950	-5%	-$51.8K	0.37%	86
2020 Q4	$854K	Sell	18,080 -2,980	-14%	-$125K	0.34%	93
2020 Q3	$699K	Buy	21,060 +2,920	+16%	+$101K	0.32%	99
2020 Q2	$587K	Sell	18,140 -290	-2%	-$7.91K	0.28%	99
2020 Q1	$442K	Sell	18,430 -720	-4%	-$20.7K	0.25%	106
2019 Q4	$560K	Sell	19,150 -2,050	-10%	-$54.4K	0.24%	108
2019 Q3	$490K	Hold	21,200	–	–	0.24%	109
2019 Q2	$385K	Buy	21,200 +700	+3%	+$13.3K	0.2%	115
2019 Q1	$367K	Buy	+20,500	New	+$342K	0.19%	112

Other funds holding LRCX

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Triangle Securities Wealth Management's LRCX Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Lam Research (LRCX) stake by 4.4% in Q2 2026, selling an estimated $139K and leaving 9,985 shares worth $4.33M. The position accounts for 0.86% of the portfolio, ranked #35.

Triangle Securities Wealth Management first reported a position in LRCX in Q1 2019 and has held it in 30 quarters since. 610 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Triangle Securities Wealth Management held 9,985 shares of Lam Research worth $4.33M as of Q2 2026.
Triangle Securities Wealth Management sold 458 Lam Research shares in Q2 2026, an estimated $139K.
Lam Research made up 0.86% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #35 holding.
Triangle Securities Wealth Management first reported a position in Lam Research in Q1 2019 and has held it in 30 quarters since.
610 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.