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Welch Group’s Lam Research LRCX Stock Holding History

Welch 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 		$1.1M Buy
2,536
+404
+19% +$123K 0.04% 122
2026
Q1 		$455K Buy
2,132
+34
+2% +$7.6K 0.02% 185
2025
Q4 		$359K Buy
2,098
+140
+7% +$21.8K 0.01% 217
2025
Q3 		$262K Buy
+1,958
New +$207K 0.01% 250
2024
Q4 		– Sell
-2,940
Closed -$240K – 276
2024
Q3 		$240K Buy
2,940
+810
+38% +$70.4K 0.01% 232
2024
Q2 		$226K Hold
2,130
– – 0.01% 229
2024
Q1 		$207K Buy
+2,130
New +$187K 0.01% 216

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Welch Group's LRCX Position: Q2 2026 in Review

Welch Group increased its Lam Research (LRCX) stake by 19% in Q2 2026, buying an estimated $123K and bringing the position to 2,536 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #122.

Welch Group first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 1,273 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Welch Group held 2,536 shares of Lam Research worth $1.1M as of Q2 2026.
  • Welch Group bought 404 Lam Research shares in Q2 2026, an estimated $123K.
  • Lam Research made up 0.04% of Welch Group's portfolio in Q2 2026, its #122 holding.
  • Welch Group first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.