Westwind Capital’s Lam Research LRCX Stock Holding History

Westwind 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	$2.44M	Buy	+5,637	New	+$1.71M	0.58%	29

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

Westwind Capital's LRCX Position: Q2 2026 in Review

Westwind Capital opened a new position in Lam Research (LRCX) in Q2 2026: 5,637 shares worth $2.44M. The stake represents 0.58% of the portfolio and ranks #29 among its holdings.

1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Westwind Capital held 5,637 shares of Lam Research worth $2.44M as of Q2 2026.
Lam Research was a new Westwind Capital position in Q2 2026.
Lam Research made up 0.58% of Westwind Capital's portfolio in Q2 2026, its #29 holding.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.