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Westmount Partners’s Lam Research LRCX Stock Holding History

Westmount Partners’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 		$217K Buy
+500
New +$152K 0.05% 245

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Westmount Partners's LRCX Position: Q2 2026 in Review

Westmount Partners increased its Lam Research (LRCX) stake by 4.2% in Q2 2026, buying an estimated $40.4K and bringing the position to 3,263 shares worth $1.41M. The position accounts for 0.31% of the portfolio, ranked #72.

Westmount Partners first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Westmount Partners held 3,263 shares of Lam Research worth $1.41M as of Q2 2026.
  • Westmount Partners bought 133 Lam Research shares in Q2 2026, an estimated $40.4K.
  • Lam Research made up 0.31% of Westmount Partners's portfolio in Q2 2026, its #72 holding.
  • Westmount Partners first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.