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YANKCOM Partnership’s Lam Research LRCX Stock Holding History

YANKCOM Partnership’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 		$601K Sell
1,388
-118
-8% -$35.8K 0.22% 89
2026
Q1 		$322K Sell
1,506
-513
-25% -$115K 0.13% 118
2025
Q4 		$346K Sell
2,019
-375
-16% -$58.3K 0.15% 111
2025
Q3 		$321K Buy
2,394
+18
+0.8% +$1.91K 0.14% 115
2025
Q2 		$231K Buy
2,376
+47
+2% +$3.73K 0.11% 127
2025
Q1 		$169K Buy
2,329
+212
+10% +$16.7K 0.09% 135
2024
Q4 		$153K Buy
+2,117
New +$161K 0.08% 137

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

YANKCOM Partnership's LRCX Position: Q2 2026 in Review

YANKCOM Partnership reduced its Lam Research (LRCX) stake by 7.8% in Q2 2026, selling an estimated $35.8K and leaving 1,388 shares worth $601K. The position accounts for 0.22% of the portfolio, ranked #89.

YANKCOM Partnership first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 1,875 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • YANKCOM Partnership held 1,388 shares of Lam Research worth $601K as of Q2 2026.
  • YANKCOM Partnership sold 118 Lam Research shares in Q2 2026, an estimated $35.8K.
  • Lam Research made up 0.22% of YANKCOM Partnership's portfolio in Q2 2026, its #89 holding.
  • YANKCOM Partnership first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 1,875 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.