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Addison Advisors’s Lam Research LRCX Stock Holding History

Addison 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 		$378K Sell
872
-2,002
-70% -$608K 0.18% 80
2026
Q1 		$614K Buy
2,874
+13
+0.5% +$2.91K 0.14% 111
2025
Q4 		$490K Buy
2,861
+4
+0.1% +$622 0.11% 132
2025
Q3 		$383K Buy
2,857
+77
+3% +$8.15K 0.09% 150
2025
Q2 		$271K Sell
2,780
-148
-5% -$11.7K 0.07% 176
2025
Q1 		$213K Buy
2,928
+220
+8% +$17.3K 0.06% 195
2024
Q4 		$196K Sell
2,708
-562
-17% -$42.6K 0.05% 210
2024
Q3 		$267K Buy
3,270
+350
+12% +$30.4K 0.07% 172
2024
Q2 		$311K Buy
2,920
+200
+7% +$19.2K 0.1% 147
2024
Q1 		$264K Buy
2,720
+750
+38% +$66K 0.09% 150
2023
Q4 		$154K Hold
1,970
– – 0.06% 214
2023
Q3 		$123K Hold
1,970
– – 0.06% 220
2023
Q2 		$127K Hold
1,970
– – 0.06% 207
2023
Q1 		$104K Sell
1,970
-50
-2% -$2.45K 0.06% 221
2022
Q4 		$84.9K Buy
2,020
+20
+1% +$837 0.05% 233
2022
Q3 		$73K Hold
2,000
– – 0.05% 225
2022
Q2 		$85K Hold
2,000
– – 0.05% 209
2022
Q1 		$108K Sell
2,000
-10
-0.5% -$582 0.06% 200
2021
Q4 		$145K Buy
2,010
+40
+2% +$2.51K 0.09% 149
2021
Q3 		$112K Hold
1,970
– – 0.09% 118
2021
Q2 		$128K Buy
+1,970
New +$124K 0.1% 113
2020
Q4 		$93K Buy
+1,970
New +$82.9K 0.09% 132

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Addison Advisors's LRCX Position: Q2 2026 in Review

Addison Advisors reduced its Lam Research (LRCX) stake by 70% in Q2 2026, selling an estimated $608K and leaving 872 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #80.

Addison Advisors first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. The position peaked at $614K in Q1 2026. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Addison Advisors held 872 shares of Lam Research worth $378K as of Q2 2026.
  • Addison Advisors sold 2,002 Lam Research shares in Q2 2026, an estimated $608K.
  • Lam Research made up 0.18% of Addison Advisors's portfolio in Q2 2026, its #80 holding.
  • Addison Advisors first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Lam Research position peaked at $614K in Q1 2026.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.