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Waldron Private Wealth’s Lam Research LRCX Stock Holding History

Waldron Private Wealth’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 		$512K Sell
1,181
-2
-0.2% -$607 0.02% 221
2026
Q1 		$253K Buy
+1,183
New +$265K 0.01% 297
2025
Q1 		– Sell
-7,068
Closed -$511K – 365
2024
Q4 		$511K Buy
+7,068
New +$536K 0.02% 249
2024
Q3 		– Sell
-5,450
Closed -$581K – 501
2024
Q2 		$581K Sell
5,450
-30
-0.5% -$2.88K 0.03% 209
2024
Q1 		$534K Buy
5,480
+70
+1% +$6.16K 0.02% 230
2023
Q4 		$425K Buy
5,410
+280
+5% +$19.1K 0.02% 253
2023
Q3 		$323K Buy
5,130
+60
+1% +$3.94K 0.02% 274
2023
Q2 		$327K Sell
5,070
-2,260
-31% -$127K 0.02% 276
2023
Q1 		$390K Buy
7,330
+1,380
+23% +$67.7K 0.02% 293
2022
Q4 		$219K Hold
5,950
– – 0.01% 342
2022
Q3 		$219K Sell
5,950
-1,710
-22% -$76.1K 0.01% 344
2022
Q2 		$327K Buy
7,660
+1,420
+23% +$67.6K 0.02% 289
2022
Q1 		$336K Buy
6,240
+390
+7% +$22.7K 0.02% 291
2021
Q4 		$421K Sell
5,850
-40
-0.7% -$2.51K 0.02% 269
2021
Q3 		$336K Buy
5,890
+1,200
+26% +$73K 0.02% 267
2021
Q2 		$305K Buy
4,690
+480
+11% +$30.3K 0.02% 270
2021
Q1 		$251K Buy
+4,210
New +$229K 0.02% 259

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Waldron Private Wealth's LRCX Position: Q2 2026 in Review

Waldron Private Wealth reduced its Lam Research (LRCX) stake by 0.17% in Q2 2026, selling an estimated $607 and leaving 1,181 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #221.

Waldron Private Wealth first reported a position in LRCX in Q1 2021 and has held it in 17 quarters since. The position peaked at $581K in Q2 2024. 973 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Waldron Private Wealth held 1,181 shares of Lam Research worth $512K as of Q2 2026.
  • Waldron Private Wealth sold 2 Lam Research shares in Q2 2026, an estimated $607.
  • Lam Research made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #221 holding.
  • Waldron Private Wealth first reported a position in Lam Research in Q1 2021 and has held it in 17 quarters since.
  • Waldron Private Wealth's Lam Research position peaked at $581K in Q2 2024.
  • 973 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.