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Accel Wealth Management’s Lam Research LRCX Stock Holding History

Accel Wealth 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 		$345K Sell
797
-170
-18% -$51.6K 0.08% 201
2026
Q1 		$207K Buy
+967
New +$216K 0.05% 272
2021
Q3 		– Sell
-280
Closed -$18K – 861
2021
Q2 		$18K Buy
280
+10
+4% +$631 0.01% 574
2021
Q1 		$16K Hold
270
– – 0.01% 561
2020
Q4 		$13K Buy
+270
New +$11.4K 0.01% 577

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Accel Wealth Management's LRCX Position: Q2 2026 in Review

Accel Wealth Management reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $51.6K and leaving 797 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #201.

Accel Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 5 quarters since. 1,314 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Accel Wealth Management held 797 shares of Lam Research worth $345K as of Q2 2026.
  • Accel Wealth Management sold 170 Lam Research shares in Q2 2026, an estimated $51.6K.
  • Lam Research made up 0.08% of Accel Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Accel Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 5 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.