Weatherly Asset Management’s Lam Research LRCX Stock Holding History

Weatherly Asset Management’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	$7.62M	Sell	17,575 -700	-4%	-$212K	0.54%	35
2026 Q1	$3.91M	Sell	18,275 -1,387	-7%	-$310K	0.32%	58
2025 Q4	$3.37M	Sell	19,662 -688	-3%	-$107K	0.26%	63
2025 Q3	$2.73M	Sell	20,350 -15	-0.1%	-$1.59K	0.22%	69
2025 Q2	$1.99M	Buy	20,365 +15	+0.1%	+$1.19K	0.17%	80
2025 Q1	$1.48M	Buy	20,350 +20	+0.1%	+$1.57K	0.13%	88
2024 Q4	$1.47M	Hold	20,330	–	–	0.13%	89
2024 Q3	$1.66M	Buy	20,330 +40	+0.2%	+$3.48K	0.15%	81
2024 Q2	$2.16M	Sell	20,290 -110	-0.5%	-$10.6K	0.2%	71
2024 Q1	$1.99M	Hold	20,400	–	–	0.19%	76
2023 Q4	$1.6M	Sell	20,400 -340	-2%	-$23.2K	0.17%	84
2023 Q3	$1.3M	Sell	20,740 -1,840	-8%	-$121K	0.16%	90
2023 Q2	$1.46M	Hold	22,580	–	–	0.17%	89
2023 Q1	$1.2M	Sell	22,580 -50	-0.2%	-$2.45K	0.16%	95
2022 Q4	$955K	Sell	22,630 -340	-1%	-$14.2K	0.13%	106
2022 Q3	$845K	Hold	22,970	–	–	0.12%	108
2022 Q2	$982K	Hold	22,970	–	–	0.14%	108
2022 Q1	$1.24M	Buy	22,970 +100	+0.4%	+$5.82K	0.14%	104
2021 Q4	$1.65M	Sell	22,870 -570	-2%	-$35.7K	0.18%	90
2021 Q3	$1.33M	Buy	23,440 +400	+2%	+$24.3K	0.16%	98
2021 Q2	$1.5M	Sell	23,040 -270	-1%	-$17K	0.19%	91
2021 Q1	$1.39M	Hold	23,310	–	–	0.19%	90
2020 Q4	$1.1M	Hold	23,310	–	–	0.16%	99
2020 Q3	$773K	Hold	23,310	–	–	0.12%	112
2020 Q2	$754K	Hold	23,310	–	–	0.13%	109
2020 Q1	$559K	Sell	23,310 -720	-3%	-$20.7K	0.12%	116
2019 Q4	$703K	Hold	24,030	–	–	0.13%	115
2019 Q3	$555K	Sell	24,030 -980	-4%	-$20.6K	0.12%	121
2019 Q2	$470K	Hold	25,010	–	–	0.09%	130
2019 Q1	$448K	Hold	25,010	–	–	0.09%	134
2018 Q4	$341K	Hold	25,010	–	–	0.08%	144
2018 Q3	$379K	Hold	25,010	–	–	0.08%	153
2018 Q2	$432K	Hold	25,010	–	–	0.1%	135
2018 Q1	$508K	Hold	25,010	–	–	0.12%	132
2017 Q4	$460K	Sell	25,010 -1,050	-4%	-$20.6K	0.11%	139
2017 Q3	$482K	Hold	26,060	–	–	0.13%	132
2017 Q2	$369K	Hold	26,060	–	–	0.1%	146
2017 Q1	$335K	Hold	26,060	–	–	0.1%	145
2016 Q4	$276K	Sell	26,060 -1,980	-7%	-$20.1K	0.09%	148
2016 Q3	$266K	Buy	28,040 +1,130	+4%	+$10.3K	0.09%	145
2016 Q2	$226K	Sell	26,910 -1,680	-6%	-$13.5K	0.07%	161
2016 Q1	$236K	Hold	28,590	–	–	0.08%	150
2015 Q4	$227K	Buy	+28,590	New	+$215K	0.08%	155
2015 Q3	–	Sell	-26,720	Closed	-$217K	–	150
2015 Q2	$217K	Buy	+26,720	New	+$210K	0.08%	142
2015 Q1	–	Sell	-26,380	Closed	-$209K	–	148
2014 Q4	$209K	Buy	+26,380	New	+$205K	0.09%	144
2014 Q3	–	Sell	-24,360	Closed	-$165K	–	170
2014 Q2	$165K	Buy	+24,360	New	+$146K	0.07%	163

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Weatherly Asset Management's LRCX Position: Q2 2026 in Review

Weatherly Asset Management reduced its Lam Research (LRCX) stake by 3.8% in Q2 2026, selling an estimated $212K and leaving 17,575 shares worth $7.62M. The position accounts for 0.54% of the portfolio, ranked #35.

Weatherly Asset Management first reported a position in LRCX in Q2 2014 and has held it in 46 quarters since. 891 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Weatherly Asset Management held 17,575 shares of Lam Research worth $7.62M as of Q2 2026.
Weatherly Asset Management sold 700 Lam Research shares in Q2 2026, an estimated $212K.
Lam Research made up 0.54% of Weatherly Asset Management's portfolio in Q2 2026, its #35 holding.
Weatherly Asset Management first reported a position in Lam Research in Q2 2014 and has held it in 46 quarters since.
891 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.