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Wealth Group’s Lam Research LRCX Stock Holding History

Wealth Group’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 		$2.92M Buy
6,730
+380
+6% +$115K 0.73% 36
2026
Q1 		$1.36M Hold
6,350
– – 1.27% 23
2025
Q4 		$1.09M Buy
+6,350
New +$988K 1.06% 28
2025
Q2 		$622K Buy
6,389
+39
+0.6% +$3.09K 0.62% 42
2025
Q1 		$462K Sell
6,350
-700
-10% -$55.1K 0.3% 76
2024
Q4 		$509K Buy
7,050
+800
+13% +$60.7K 0.33% 69
2024
Q3 		$510K Sell
6,250
-720
-10% -$62.6K 0.34% 70
2024
Q2 		$742K Sell
6,970
-40
-0.6% -$3.84K 0.53% 45
2024
Q1 		$681K Buy
+7,010
New +$617K 0.51% 48

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

Wealth Group's LRCX Position: Q2 2026 in Review

Wealth Group increased its Lam Research (LRCX) stake by 6% in Q2 2026, buying an estimated $115K and bringing the position to 6,730 shares worth $2.92M. The position accounts for 0.73% of the portfolio, ranked #36.

Wealth Group first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wealth Group held 6,730 shares of Lam Research worth $2.92M as of Q2 2026.
  • Wealth Group bought 380 Lam Research shares in Q2 2026, an estimated $115K.
  • Lam Research made up 0.73% of Wealth Group's portfolio in Q2 2026, its #36 holding.
  • Wealth Group first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.