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Westfuller Advisors’s Lam Research LRCX Stock Holding History

Westfuller Advisors’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 		$2.8M Sell
6,468
-376
-5% -$114K 1.02% 30
2026
Q1 		$1.46M Buy
6,844
+369
+6% +$82.5K 0.63% 43
2025
Q4 		$1.11M Sell
6,475
-2,684
-29% -$417K 0.45% 49
2025
Q3 		$1.23M Buy
9,159
+174
+2% +$18.4K 0.56% 46
2025
Q2 		$877K Sell
8,985
-129
-1% -$10.2K 0.5% 47
2025
Q1 		$665K Buy
9,114
+543
+6% +$42.8K 0.44% 53
2024
Q4 		$621K Sell
8,571
-769
-8% -$58.3K 0.39% 53
2024
Q3 		$764K Buy
+9,340
New +$812K 0.55% 44
2024
Q1 		$901K Buy
+9,250
New +$814K 1.08% 31

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Westfuller Advisors's LRCX Position: Q2 2026 in Review

Westfuller Advisors reduced its Lam Research (LRCX) stake by 5.5% in Q2 2026, selling an estimated $114K and leaving 6,468 shares worth $2.8M. The position accounts for 1.02% of the portfolio, ranked #30.

Westfuller Advisors first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. 1,365 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Westfuller Advisors held 6,468 shares of Lam Research worth $2.8M as of Q2 2026.
  • Westfuller Advisors sold 376 Lam Research shares in Q2 2026, an estimated $114K.
  • Lam Research made up 1.02% of Westfuller Advisors's portfolio in Q2 2026, its #30 holding.
  • Westfuller Advisors first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.