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Yousif Capital Management’s Lam Research LRCX Stock Holding History

Yousif Capital Management’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 		$53.6M Sell
123,703
-11,362
-8% -$3.45M 0.6% 22
2026
Q1 		$28.9M Sell
135,065
-5,181
-4% -$1.16M 0.34% 44
2025
Q4 		$31.2M Sell
140,246
-7,199
-5% -$1.12M 0.34% 41
2025
Q3 		$19.7M Sell
147,445
-11,371
-7% -$1.2M 0.21% 74
2025
Q2 		$15.5M Sell
158,816
-1,806
-1% -$143K 0.17% 113
2025
Q1 		$11.7M Sell
160,622
-2,448
-2% -$193K 0.14% 139
2024
Q4 		$11.8M Sell
163,070
-14,820
-8% -$1.12M 0.13% 135
2024
Q3 		$14.5M Sell
177,890
-1,830
-1% -$159K 0.16% 116
2024
Q2 		$19.1M Sell
179,720
-8,260
-4% -$792K 0.22% 74
2024
Q1 		$18.3M Sell
187,980
-5,940
-3% -$523K 0.2% 86
2023
Q4 		$15.2M Sell
193,920
-18,230
-9% -$1.24M 0.18% 101
2023
Q3 		$13.3M Sell
212,150
-7,430
-3% -$488K 0.17% 109
2023
Q2 		$14.1M Buy
219,580
+2,020
+0.9% +$114K 0.17% 110
2023
Q1 		$11.5M Sell
217,560
-11,020
-5% -$541K 0.15% 129
2022
Q4 		$9.61M Buy
228,580
+3,850
+2% +$161K 0.13% 156
2022
Q3 		$8.22M Sell
224,730
-6,950
-3% -$309K 0.12% 171
2022
Q2 		$9.87M Sell
231,680
-4,280
-2% -$204K 0.13% 143
2022
Q1 		$12.7M Sell
235,960
-4,640
-2% -$270K 0.14% 129
2021
Q4 		$17.3M Buy
+240,600
New +$15.1M 0.18% 89

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

Yousif Capital Management's LRCX Position: Q2 2026 in Review

Yousif Capital Management reduced its Lam Research (LRCX) stake by 8.4% in Q2 2026, selling an estimated $3.45M and leaving 123,703 shares worth $53.6M. The position accounts for 0.6% of the portfolio, ranked #22.

Yousif Capital Management first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 864 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Yousif Capital Management held 123,703 shares of Lam Research worth $53.6M as of Q2 2026.
  • Yousif Capital Management sold 11,362 Lam Research shares in Q2 2026, an estimated $3.45M.
  • Lam Research made up 0.6% of Yousif Capital Management's portfolio in Q2 2026, its #22 holding.
  • Yousif Capital Management first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
  • 864 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.