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A4 Wealth Advisors’s Lam Research LRCX Stock Holding History

A4 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 		$351K Sell
811
-309
-28% -$93.8K 0.23% 62
2026
Q1 		$239K Sell
1,120
-267
-19% -$59.7K 0.2% 85
2025
Q4 		$237K Sell
1,387
-1,725
-55% -$268K 0.21% 100
2025
Q3 		$417K Buy
+3,112
New +$330K 0.35% 77

Other funds holding LRCX

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

A4 Wealth Advisors's LRCX Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Lam Research (LRCX) stake by 28% in Q2 2026, selling an estimated $93.8K and leaving 811 shares worth $351K. The position accounts for 0.23% of the portfolio, ranked #62.

A4 Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $417K in Q3 2025. 1,821 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • A4 Wealth Advisors held 811 shares of Lam Research worth $351K as of Q2 2026.
  • A4 Wealth Advisors sold 309 Lam Research shares in Q2 2026, an estimated $93.8K.
  • Lam Research made up 0.23% of A4 Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • A4 Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Lam Research position peaked at $417K in Q3 2025.
  • 1,821 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.