180 Wealth Advisors’s Lam Research LRCX Stock Holding History

180 Wealth Advisors’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	$12.2M	Sell	28,088 -402	-1%	-$122K	1.22%	13
2026 Q1	$6.09M	Buy	28,490 +15	+0.1%	+$3.35K	0.69%	30
2025 Q4	$4.87M	Buy	28,475 +4,173	+17%	+$649K	0.56%	37
2025 Q3	$3.25M	Buy	24,302 +9	+0%	+$953	0.4%	61
2025 Q2	$2.36M	Sell	24,293 -234	-1%	-$18.6K	0.33%	77
2025 Q1	$1.78M	Buy	+24,527	New	+$1.93M	0.28%	95
2024 Q4	–	Sell	-24,750	Closed	-$2.02M	–	449
2024 Q3	$2.02M	Buy	24,750 +30	+0.1%	+$2.61K	0.32%	79
2024 Q2	$2.62M	Buy	24,720 +340	+1%	+$32.6K	0.43%	61
2024 Q1	$2.37M	Sell	24,380 -250	-1%	-$22K	0.43%	67
2023 Q4	$1.85M	Sell	24,630 -240	-1%	-$16.4K	0.37%	76
2023 Q3	$1.56M	Sell	24,870 -150	-0.6%	-$9.86K	0.35%	81
2023 Q2	$1.63M	Sell	25,020 -720	-3%	-$40.6K	0.36%	78
2023 Q1	$1.36M	Buy	25,740 +170	+0.7%	+$8.34K	0.32%	86
2022 Q4	$1.27M	Buy	25,570 +470	+2%	+$19.7K	0.3%	93
2022 Q3	$919K	Sell	25,100 -2,030	-7%	-$90.4K	0.25%	96
2022 Q2	$1.07M	Buy	27,130 +1,960	+8%	+$93.3K	0.27%	93
2022 Q1	$1.21M	Buy	25,170 +710	+3%	+$41.3K	0.26%	95
2021 Q4	$1.48M	Sell	24,460 -950	-4%	-$59.6K	0.33%	83
2021 Q3	$1.44M	Buy	25,410 +630	+3%	+$38.3K	0.32%	89
2021 Q2	$1.53M	Buy	24,780 +160	+0.6%	+$10.1K	0.35%	82
2021 Q1	$1.51M	Sell	24,620 -210	-0.8%	-$11.4K	0.37%	78
2020 Q4	$1.44M	Sell	24,830 -4,270	-15%	-$180K	0.42%	68
2020 Q3	$1.06M	Sell	29,100 -590	-2%	-$20.3K	0.4%	70
2020 Q2	$1.03M	Sell	29,690 -230	-0.8%	-$6.27K	0.41%	65
2020 Q1	$660K	Buy	29,920 +690	+2%	+$19.9K	0.34%	78
2019 Q4	$872K	Buy	29,230 +5,360	+22%	+$142K	0.35%	81
2019 Q3	$566K	Buy	23,870 +750	+3%	+$15.7K	0.25%	110
2019 Q2	$476K	Sell	23,120 -250	-1%	-$4.74K	0.21%	127
2019 Q1	$467K	Buy	23,370 +3,240	+16%	+$54.1K	0.21%	130
2018 Q4	$305K	Hold	20,130	–	–	0.14%	178
2018 Q3	$305K	Buy	20,130 +3,300	+20%	+$56.4K	0.14%	179
2018 Q2	$291K	Sell	16,830 -5,280	-24%	-$102K	0.14%	184
2018 Q1	$452K	Buy	22,110 +5,820	+36%	+$115K	0.23%	123
2017 Q4	$300K	Buy	+16,290	New	+$320K	0.15%	167

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

180 Wealth Advisors's LRCX Position: Q2 2026 in Review

180 Wealth Advisors reduced its Lam Research (LRCX) stake by 1.4% in Q2 2026, selling an estimated $122K and leaving 28,088 shares worth $12.2M. The position accounts for 1.22% of the portfolio, ranked #13.

180 Wealth Advisors first reported a position in LRCX in Q4 2017 and has held it in 34 quarters since. 899 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

180 Wealth Advisors held 28,088 shares of Lam Research worth $12.2M as of Q2 2026.
180 Wealth Advisors sold 402 Lam Research shares in Q2 2026, an estimated $122K.
Lam Research made up 1.22% of 180 Wealth Advisors's portfolio in Q2 2026, its #13 holding.
180 Wealth Advisors first reported a position in Lam Research in Q4 2017 and has held it in 34 quarters since.
899 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.