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Westhampton Capital’s Lam Research LRCX Stock Holding History

Westhampton 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 		$13.4M Sell
30,872
-200
-0.6% -$60.7K 5.55% 2
2026
Q1 		$6.64M Sell
31,072
-3,032
-9% -$678K 3.1% 6
2025
Q4 		$5.84M Sell
34,104
-193
-0.6% -$30K 2.76% 7
2025
Q3 		$4.59M Buy
34,297
+245
+0.7% +$25.9K 2.24% 8
2025
Q2 		$3.31M Sell
34,052
-234
-0.7% -$18.6K 1.71% 14
2025
Q1 		$2.49M Sell
34,286
-439
-1% -$34.6K 1.36% 19
2024
Q4 		$2.51M Sell
34,725
-585
-2% -$44.4K 1.28% 19
2024
Q3 		$2.88M Buy
35,310
+430
+1% +$37.4K 1.46% 15
2024
Q2 		$3.71M Sell
34,880
-40
-0.1% -$3.84K 2.01% 11
2024
Q1 		$3.39M Buy
34,920
+30
+0.1% +$2.64K 1.85% 14
2023
Q4 		$2.73M Sell
34,890
-80
-0.2% -$5.45K 1.63% 13
2023
Q3 		$2.19M Buy
34,970
+240
+0.7% +$15.8K 1.41% 16
2023
Q2 		$2.23M Sell
34,730
-450
-1% -$25.4K 1.45% 18
2023
Q1 		$1.86M Buy
35,180
+300
+0.9% +$14.7K 1.2% 24
2022
Q4 		$1.47M Buy
34,880
+2,750
+9% +$115K 0.99% 36
2022
Q3 		$1.18M Buy
32,130
+280
+0.9% +$12.5K 0.89% 41
2022
Q2 		$1.36M Buy
31,850
+350
+1% +$16.7K 0.96% 37
2022
Q1 		$1.69M Buy
31,500
+150
+0.5% +$8.73K 1.09% 28
2021
Q4 		$2.25M Buy
31,350
+350
+1% +$21.9K 1.38% 18
2021
Q3 		$1.76M Buy
31,000
+100
+0.3% +$6.08K 1.21% 23
2021
Q2 		$2.01M Buy
30,900
+210
+0.7% +$13.3K 1.31% 20
2021
Q1 		$1.83M Sell
30,690
-560
-2% -$30.5K 1.26% 25
2020
Q4 		$1.48M Hold
31,250
– – 1.1% 27
2020
Q3 		$1.04M Buy
31,250
+300
+1% +$10.3K 0.85% 41
2020
Q2 		$1M Buy
30,950
+2,000
+7% +$54.5K 0.87% 39
2020
Q1 		$695K Hold
28,950
– – 0.72% 44
2019
Q4 		$846K Sell
28,950
-100
-0.3% -$2.66K 0.69% 44
2019
Q3 		$671K Hold
29,050
– – 0.56% 52
2019
Q2 		$546K Buy
+29,050
New +$551K 0.46% 60

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Westhampton Capital's LRCX Position: Q2 2026 in Review

Westhampton Capital reduced its Lam Research (LRCX) stake by 0.64% in Q2 2026, selling an estimated $60.7K and leaving 30,872 shares worth $13.4M. The position accounts for 5.55% of the portfolio, ranked #2.

Westhampton Capital first reported a position in LRCX in Q2 2019 and has held it in 29 quarters since. 1,073 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Westhampton Capital held 30,872 shares of Lam Research worth $13.4M as of Q2 2026.
  • Westhampton Capital sold 200 Lam Research shares in Q2 2026, an estimated $60.7K.
  • Lam Research made up 5.55% of Westhampton Capital's portfolio in Q2 2026, its #2 holding.
  • Westhampton Capital first reported a position in Lam Research in Q2 2019 and has held it in 29 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.