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Whelan Financial’s Lam Research LRCX Stock Holding History

Whelan Financial’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 		$1.25M Sell
2,877
-8
-0.3% -$2.43K 0.34% 35
2026
Q1 		$616K Sell
2,885
-428
-13% -$95.7K 0.19% 42
2025
Q4 		$567K Buy
3,313
+128
+4% +$19.9K 0.18% 46
2025
Q3 		$426K Sell
3,185
-514
-14% -$54.4K 0.14% 56
2025
Q2 		$360K Sell
3,699
-245
-6% -$19.4K 0.13% 50
2025
Q1 		$287K Buy
3,944
+425
+12% +$33.5K 0.11% 51
2024
Q4 		$254K Buy
+3,519
New +$267K 0.1% 48

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Whelan Financial's LRCX Position: Q2 2026 in Review

Whelan Financial reduced its Lam Research (LRCX) stake by 0.28% in Q2 2026, selling an estimated $2.43K and leaving 2,877 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #35.

Whelan Financial first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Whelan Financial held 2,877 shares of Lam Research worth $1.25M as of Q2 2026.
  • Whelan Financial sold 8 Lam Research shares in Q2 2026, an estimated $2.43K.
  • Lam Research made up 0.34% of Whelan Financial's portfolio in Q2 2026, its #35 holding.
  • Whelan Financial first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.