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Vista Investment Partners II’s Lam Research LRCX Stock Holding History

Vista Investment Partners II’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 		$542K Sell
1,250
-49
-4% -$14.9K 0.21% 96
2026
Q1 		$278K Sell
1,299
-1
-0.1% -$224 0.12% 124
2025
Q4 		$223K Buy
+1,300
New +$202K 0.1% 132

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
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
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Vista Investment Partners II's LRCX Position: Q2 2026 in Review

Vista Investment Partners II reduced its Lam Research (LRCX) stake by 3.8% in Q2 2026, selling an estimated $14.9K and leaving 1,250 shares worth $542K. The position accounts for 0.21% of the portfolio, ranked #96.

Vista Investment Partners II first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 1,248 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Vista Investment Partners II held 1,250 shares of Lam Research worth $542K as of Q2 2026.
  • Vista Investment Partners II sold 49 Lam Research shares in Q2 2026, an estimated $14.9K.
  • Lam Research made up 0.21% of Vista Investment Partners II's portfolio in Q2 2026, its #96 holding.
  • Vista Investment Partners II first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.