Turtle Creek Wealth Advisors’s Lam Research LRCX Stock Holding History

Turtle Creek Wealth Advisors’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	$37.3M	Sell	86,112 -8,864	-9%	-$2.69M	1.97%	9
2026 Q1	$20.3M	Buy	94,976 +1,403	+1%	+$314K	1.53%	13
2025 Q4	$16M	Sell	93,573 -1,831	-2%	-$285K	1.26%	17
2025 Q3	$12.8M	Buy	95,404 +7,314	+8%	+$774K	1.14%	23
2025 Q2	$8.57M	Buy	88,090 +5,745	+7%	+$456K	1.01%	27
2025 Q1	$5.99M	Buy	82,345 +9,251	+13%	+$729K	0.89%	38
2024 Q4	$5.28M	Sell	73,094 -4,786	-6%	-$363K	1.22%	25
2024 Q3	$6.36M	Buy	77,880 +1,470	+2%	+$128K	1.27%	22
2024 Q2	$8.14M	Buy	76,410 +6,610	+9%	+$634K	1.88%	9
2024 Q1	$6.78M	Buy	69,800 +4,980	+8%	+$438K	1.66%	11
2023 Q4	$5.08M	Buy	+64,820	New	+$4.42M	1.49%	10

Other funds holding LRCX

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Turtle Creek Wealth Advisors's LRCX Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Lam Research (LRCX) stake by 9.3% in Q2 2026, selling an estimated $2.69M and leaving 86,112 shares worth $37.3M. The position accounts for 1.97% of the portfolio, ranked #9.

Turtle Creek Wealth Advisors first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 1,575 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Turtle Creek Wealth Advisors held 86,112 shares of Lam Research worth $37.3M as of Q2 2026.
Turtle Creek Wealth Advisors sold 8,864 Lam Research shares in Q2 2026, an estimated $2.69M.
Lam Research made up 1.97% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Turtle Creek Wealth Advisors first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
1,575 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.