Williams & Novak’s Lam Research LRCX Stock Holding History

Williams & Novak’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	$1.74M	Buy	4,011 +42	+1%	+$12.8K	1.15%	22
2026 Q1	$881K	Buy	3,969 +106	+3%	+$23.7K	0.66%	42
2025 Q4	$661K	Buy	3,863 +113	+3%	+$17.6K	0.5%	52
2025 Q3	$502K	Hold	3,750	–	–	0.39%	63
2025 Q2	$365K	Hold	3,750	–	–	0.31%	77
2025 Q1	$273K	Buy	+3,750	New	+$295K	0.27%	87
2024 Q4	–	Sell	-3,750	Closed	-$306K	–	136
2024 Q3	$306K	Hold	3,750	–	–	0.29%	84
2024 Q2	$399K	Hold	3,750	–	–	0.37%	63
2024 Q1	$294K	Hold	3,750	–	–	0.33%	68
2023 Q4	$294K	Buy	+3,750	New	+$256K	0.33%	68

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Williams & Novak's LRCX Position: Q2 2026 in Review

Williams & Novak increased its Lam Research (LRCX) stake by 1.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,011 shares worth $1.74M. The position accounts for 1.15% of the portfolio, ranked #22.

Williams & Novak first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Williams & Novak held 4,011 shares of Lam Research worth $1.74M as of Q2 2026.
Williams & Novak bought 42 Lam Research shares in Q2 2026, an estimated $12.8K.
Lam Research made up 1.15% of Williams & Novak's portfolio in Q2 2026, its #22 holding.
Williams & Novak first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.