Adell Harriman & Carpenter’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$611K Buy
1,410
+35
+3% +$10.6K 0.03% 115
2026
Q1
$294K Buy
1,375
+150
+12% +$33.5K 0.02% 149
2025
Q4
$210K Buy
+1,225
New +$191K 0.01% 164

Other funds holding LRCX

Adell Harriman & Carpenter's LRCX Position: Q2 2026 in Review

Adell Harriman & Carpenter increased its Lam Research (LRCX) stake by 2.5% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,410 shares worth $611K. The position accounts for 0.03% of the portfolio, ranked #115.

Adell Harriman & Carpenter first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Adell Harriman & Carpenter held 1,410 shares of Lam Research worth $611K as of Q2 2026.
  • Adell Harriman & Carpenter bought 35 Lam Research shares in Q2 2026, an estimated $10.6K.
  • Lam Research made up 0.03% of Adell Harriman & Carpenter's portfolio in Q2 2026, its #115 holding.
  • Adell Harriman & Carpenter first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2026, filed 4 Aug 2026.