Accurate Wealth Management’s Lam Research LRCX Stock Holding History

Accurate 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	$5.48M	Buy	15,622 +591	+4%	+$179K	0.52%	33
2026 Q1	$3.96M	Sell	15,031 -492	-3%	-$110K	0.48%	36
2025 Q4	$3.38M	Buy	15,523 +1,215	+8%	+$189K	0.43%	49
2025 Q3	$1.98M	Buy	14,308 +2,804	+24%	+$297K	0.26%	91
2025 Q2	$1.16M	Buy	+11,504	New	+$912K	0.18%	131
2023 Q1	–	Sell	-1,280	Closed	-$58.7K	–	913
2022 Q4	$58.7K	Buy	+1,280	New	+$53.5K	0.02%	419

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

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

Accurate Wealth Management increased its Lam Research (LRCX) stake by 3.9% in Q2 2026, buying an estimated $179K and bringing the position to 15,622 shares worth $5.48M. The position accounts for 0.52% of the portfolio, ranked #33.

Accurate Wealth Management first reported a position in LRCX in Q4 2022 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Accurate Wealth Management held 15,622 shares of Lam Research worth $5.48M as of Q2 2026.
Accurate Wealth Management bought 591 Lam Research shares in Q2 2026, an estimated $179K.
Lam Research made up 0.52% of Accurate Wealth Management's portfolio in Q2 2026, its #33 holding.
Accurate Wealth Management first reported a position in Lam Research in Q4 2022 and has held it in 6 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.