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WinCap Financial’s Lam Research LRCX Stock Holding History

WinCap 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 		$4.96M Buy
11,451
+153
+1% +$46.4K 2.68% 10
2026
Q1 		$2.41M Sell
11,298
-4,719
-29% -$1.06M 1.61% 13
2025
Q4 		$2.74M Sell
16,017
-292
-2% -$45.4K 1.88% 13
2025
Q3 		$2.18M Buy
16,309
+359
+2% +$38K 1.51% 14
2025
Q2 		$1.55M Sell
15,950
-690
-4% -$54.7K 1.25% 20
2025
Q1 		$1.21M Buy
16,640
+1,223
+8% +$96.3K 1.15% 26
2024
Q4 		$1.11M Buy
+15,417
New +$1.17M 1.13% 27

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

WinCap Financial's LRCX Position: Q2 2026 in Review

WinCap Financial increased its Lam Research (LRCX) stake by 1.4% in Q2 2026, buying an estimated $46.4K and bringing the position to 11,451 shares worth $4.96M. The position accounts for 2.68% of the portfolio, ranked #10.

WinCap Financial first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • WinCap Financial held 11,451 shares of Lam Research worth $4.96M as of Q2 2026.
  • WinCap Financial bought 153 Lam Research shares in Q2 2026, an estimated $46.4K.
  • Lam Research made up 2.68% of WinCap Financial's portfolio in Q2 2026, its #10 holding.
  • WinCap Financial first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.