Triumph Capital Management’s Lam Research LRCX Stock Holding History

Triumph 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	$134K	Buy	310 +16	+5%	+$4.86K	0.02%	429
2026 Q1	$62.9K	Buy	294 +49	+20%	+$11K	0.01%	572
2025 Q4	$42K	Buy	+245	New	+$38.1K	0.01%	660
2024 Q2	–	Sell	-8,940	Closed	-$880K	–	260
2024 Q1	$880K	Buy	8,940 +4,280	+92%	+$377K	0.36%	65
2023 Q4	$365K	Buy	+4,660	New	+$318K	0.16%	129

Other funds holding LRCX

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

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

Triumph Capital Management increased its Lam Research (LRCX) stake by 5.4% in Q2 2026, buying an estimated $4.86K and bringing the position to 310 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #429.

Triumph Capital Management first reported a position in LRCX in Q4 2023 and has held it in 5 quarters since. The position peaked at $880K in Q1 2024. 744 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Triumph Capital Management held 310 shares of Lam Research worth $134K as of Q2 2026.
Triumph Capital Management bought 16 Lam Research shares in Q2 2026, an estimated $4.86K.
Lam Research made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #429 holding.
Triumph Capital Management first reported a position in Lam Research in Q4 2023 and has held it in 5 quarters since.
Triumph Capital Management's Lam Research position peaked at $880K in Q1 2024.
744 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.