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Waddell & Associates’s Lam Research LRCX Stock Holding History

Waddell & Associates’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 		$1.73M Buy
3,989
+811
+26% +$246K 0.09% 77
2026
Q1 		$679K Buy
3,178
+29
+0.9% +$6.48K 0.04% 162
2025
Q4 		$539K Buy
3,149
+763
+32% +$119K 0.04% 161
2025
Q3 		$319K Buy
+2,386
New +$253K 0.03% 201

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Waddell & Associates's LRCX Position: Q2 2026 in Review

Waddell & Associates increased its Lam Research (LRCX) stake by 26% in Q2 2026, buying an estimated $246K and bringing the position to 3,989 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #77.

Waddell & Associates first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 1,093 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Waddell & Associates held 3,989 shares of Lam Research worth $1.73M as of Q2 2026.
  • Waddell & Associates bought 811 Lam Research shares in Q2 2026, an estimated $246K.
  • Lam Research made up 0.09% of Waddell & Associates's portfolio in Q2 2026, its #77 holding.
  • Waddell & Associates first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.