West Branch Capital’s Lam Research LRCX Stock Holding History

West Branch Capital’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	$3.19M	Buy	7,358 +1,178	+19%	+$358K	0.74%	35
2026 Q1	$1.32M	Buy	6,180 +5,908	+2,172%	+$1.32M	0.35%	47
2025 Q4	$46.6K	Buy	272 +262	+2,620%	+$40.7K	0.01%	144
2025 Q3	$1.34K	Hold	10	–	–	﹤0.01%	368
2025 Q2	$974	Hold	10	–	–	﹤0.01%	394
2025 Q1	$727	Hold	10	–	–	﹤0.01%	426
2024 Q4	$723	Sell	10 -680	-99%	-$51.6K	﹤0.01%	413
2024 Q3	$56.3K	Buy	+690	New	+$60K	0.02%	153
2018 Q2	–	Sell	-17,390	Closed	-$353K	–	95
2018 Q1	$353K	Buy	+17,390	New	+$344K	0.39%	48

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

West Branch Capital's LRCX Position: Q2 2026 in Review

West Branch Capital increased its Lam Research (LRCX) stake by 19% in Q2 2026, buying an estimated $358K and bringing the position to 7,358 shares worth $3.19M. The position accounts for 0.74% of the portfolio, ranked #35.

West Branch Capital first reported a position in LRCX in Q1 2018 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

West Branch Capital held 7,358 shares of Lam Research worth $3.19M as of Q2 2026.
West Branch Capital bought 1,178 Lam Research shares in Q2 2026, an estimated $358K.
Lam Research made up 0.74% of West Branch Capital's portfolio in Q2 2026, its #35 holding.
West Branch Capital first reported a position in Lam Research in Q1 2018 and has held it in 9 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.