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Waterfront Wealth’s Lam Research LRCX Stock Holding History

Waterfront 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 		$1.19M Hold
3,396
– – 0.18% 145
2026
Q1 		$726K Buy
3,396
+1,500
+79% +$335K 0.13% 186
2025
Q4 		$417K Buy
+1,896
New +$295K 0.08% 208

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Waterfront Wealth's LRCX Position: Q2 2026 in Review

Waterfront Wealth held its Lam Research (LRCX) position steady in Q2 2026 at 3,396 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #145.

Waterfront Wealth first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 1,341 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Waterfront Wealth held 3,396 shares of Lam Research worth $1.19M as of Q2 2026.
  • Waterfront Wealth left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.18% of Waterfront Wealth's portfolio in Q2 2026, its #145 holding.
  • Waterfront Wealth first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.