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Whitney & Co’s Lam Research LRCX Stock Holding History

Whitney & Co’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 		$35M Sell
80,801
-461
-0.6% -$140K 2.56% 8
2026
Q1 		$17.4M Sell
81,262
-6,500
-7% -$1.45M 1.45% 18
2025
Q4 		$15M Buy
87,762
+127
+0.1% +$19.8K 1.2% 24
2025
Q3 		$11.7M Sell
87,635
-1,108
-1% -$117K 1.06% 33
2025
Q2 		$8.64M Buy
88,743
+607
+0.7% +$48.1K 0.85% 42
2025
Q1 		$6.41M Buy
88,136
+2,104
+2% +$166K 0.68% 50
2024
Q4 		$6.21M Buy
86,032
+1,102
+1% +$83.6K 0.65% 49
2024
Q3 		$6.93M Buy
84,930
+13,010
+18% +$1.13M 0.74% 48
2024
Q2 		$7.66M Sell
71,920
-1,140
-2% -$109K 0.88% 36
2024
Q1 		$7.1M Buy
73,060
+540
+0.7% +$47.5K 0.85% 38
2023
Q4 		$5.68M Buy
72,520
+250
+0.3% +$17K 0.74% 40
2023
Q3 		$4.53M Buy
72,270
+990
+1% +$65K 0.68% 42
2023
Q2 		$4.58M Buy
71,280
+1,550
+2% +$87.4K 0.66% 46
2023
Q1 		$3.7M Buy
69,730
+1,620
+2% +$79.5K 0.59% 47
2022
Q4 		$2.86M Buy
68,110
+2,040
+3% +$85.3K 0.53% 48
2022
Q3 		$2.42M Buy
66,070
+1,510
+2% +$67.2K 0.47% 48
2022
Q2 		$2.75M Buy
64,560
+1,850
+3% +$88.1K 0.5% 50
2022
Q1 		$3.37M Buy
62,710
+2,540
+4% +$148K 0.52% 52
2021
Q4 		$4.33M Buy
60,170
+1,450
+2% +$90.9K 0.64% 52
2021
Q3 		$3.34M Buy
58,720
+1,140
+2% +$69.3K 0.53% 53
2021
Q2 		$3.75M Buy
57,580
+1,930
+3% +$122K 0.6% 50
2021
Q1 		$3.31M Buy
55,650
+1,290
+2% +$70.3K 0.58% 52
2020
Q4 		$3M Buy
54,360
+1,370
+3% +$57.6K 0.48% 58
2020
Q3 		$1.76M Buy
52,990
+46,390
+703% +$1.6M 0.33% 56
2020
Q2 		$213K Buy
+6,600
New +$180K 0.04% 102
2018
Q4 		– Sell
-5,670
Closed -$86K – 295
2018
Q3 		$86K Buy
5,670
+800
+16% +$13.7K 0.02% 144
2018
Q2 		$84K Hold
4,870
– – 0.02% 134
2018
Q1 		$99K Buy
+4,870
New +$96.5K 0.03% 134

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

Whitney & Co's LRCX Position: Q2 2026 in Review

Whitney & Co reduced its Lam Research (LRCX) stake by 0.57% in Q2 2026, selling an estimated $140K and leaving 80,801 shares worth $35M. The position accounts for 2.56% of the portfolio, ranked #8.

Whitney & Co first reported a position in LRCX in Q1 2018 and has held it in 28 quarters since. 1,425 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Whitney & Co held 80,801 shares of Lam Research worth $35M as of Q2 2026.
  • Whitney & Co sold 461 Lam Research shares in Q2 2026, an estimated $140K.
  • Lam Research made up 2.56% of Whitney & Co's portfolio in Q2 2026, its #8 holding.
  • Whitney & Co first reported a position in Lam Research in Q1 2018 and has held it in 28 quarters since.
  • 1,425 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.