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Willner & Heller’s Lam Research LRCX Stock Holding History

Willner & Heller’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 		$3.88M Sell
8,951
-1,412
-14% -$429K 2.43% 6
2026
Q1 		$2.21M Sell
10,363
-1,043
-9% -$233K 1.65% 9
2025
Q4 		$1.95M Sell
11,406
-1,381
-11% -$215K 1.4% 14
2025
Q3 		$1.71M Buy
12,787
+261
+2% +$27.6K 1.32% 14
2025
Q2 		$1.22M Buy
12,526
+1,350
+12% +$107K 1.03% 25
2025
Q1 		$812K Buy
11,176
+33
+0.3% +$2.6K 0.75% 37
2024
Q4 		$805K Buy
+11,143
New +$845K 0.71% 40
2024
Q3 		– Sell
-9,090
Closed -$968K – 158
2024
Q2 		$968K Buy
9,090
+20
+0.2% +$1.92K 0.93% 31
2024
Q1 		$882K Sell
9,070
-840
-8% -$73.9K 0.88% 35
2023
Q4 		$776K Buy
+9,910
New +$675K 0.87% 36
2022
Q4 		$574K Sell
13,660
-790
-5% -$33K 0.82% 44
2022
Q3 		$529K Sell
14,450
-1,780
-11% -$79.2K 0.85% 42
2022
Q2 		$691K Buy
+16,230
New +$773K 1.07% 29

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Willner & Heller's LRCX Position: Q2 2026 in Review

Willner & Heller reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $429K and leaving 8,951 shares worth $3.88M. The position accounts for 2.43% of the portfolio, ranked #6.

Willner & Heller first reported a position in LRCX in Q2 2022 and has held it in 13 quarters since. 957 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Willner & Heller held 8,951 shares of Lam Research worth $3.88M as of Q2 2026.
  • Willner & Heller sold 1,412 Lam Research shares in Q2 2026, an estimated $429K.
  • Lam Research made up 2.43% of Willner & Heller's portfolio in Q2 2026, its #6 holding.
  • Willner & Heller first reported a position in Lam Research in Q2 2022 and has held it in 13 quarters since.
  • 957 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.