Western Financial Corp’s Lam Research LRCX Stock Holding History

Western Financial Corp’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	$9.02M	Sell	20,810 -349	-2%	-$106K	2.64%	5
2026 Q1	$4.52M	Buy	21,159 +13,851	+190%	+$3.1M	1.77%	9
2025 Q4	$1.25M	Buy	+7,308	New	+$1.14M	0.5%	51
2025 Q1	–	Sell	-8,046	Closed	-$581K	–	131
2024 Q4	$581K	Sell	8,046 -3,344	-29%	-$254K	0.32%	82
2024 Q3	$930K	Sell	11,390 -950	-8%	-$82.6K	0.53%	58
2024 Q2	$1.31M	Sell	12,340 -140	-1%	-$13.4K	0.79%	30
2024 Q1	$1.21M	Buy	12,480 +2,450	+24%	+$216K	0.74%	29
2023 Q4	$786K	Buy	10,030 +170	+2%	+$11.6K	0.53%	49
2023 Q3	$618K	Buy	+9,860	New	+$648K	0.45%	75
2022 Q1	–	Sell	-9,400	Closed	-$676K	–	105
2021 Q4	$676K	Buy	9,400 +720	+8%	+$45.1K	0.35%	66
2021 Q3	$494K	Buy	8,680 +2,000	+30%	+$122K	0.29%	64
2021 Q2	$435K	Buy	+6,680	New	+$422K	0.24%	68

Other funds holding LRCX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Western Financial Corp's LRCX Position: Q2 2026 in Review

Western Financial Corp reduced its Lam Research (LRCX) stake by 1.6% in Q2 2026, selling an estimated $106K and leaving 20,810 shares worth $9.02M. The position accounts for 2.64% of the portfolio, ranked #5.

Western Financial Corp first reported a position in LRCX in Q2 2021 and has held it in 12 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Western Financial Corp held 20,810 shares of Lam Research worth $9.02M as of Q2 2026.
Western Financial Corp sold 349 Lam Research shares in Q2 2026, an estimated $106K.
Lam Research made up 2.64% of Western Financial Corp's portfolio in Q2 2026, its #5 holding.
Western Financial Corp first reported a position in Lam Research in Q2 2021 and has held it in 12 quarters since.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.