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Advisory Resource Group’s Lam Research LRCX Stock Holding History

Advisory Resource Group’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 		$2.36M Sell
5,447
-27
-0.5% -$8.2K 0.35% 66
2026
Q1 		$1.17M Buy
5,474
+65
+1% +$14.5K 0.2% 102
2025
Q4 		$926K Sell
5,409
-1,050
-16% -$163K 0.16% 111
2025
Q3 		$865K Sell
6,459
-96
-1% -$10.2K 0.16% 116
2025
Q2 		$638K Buy
6,555
+23
+0.4% +$1.82K 0.12% 123
2025
Q1 		$475K Sell
6,532
-8
-0.1% -$630 0.1% 132
2024
Q4 		$472K Sell
6,540
-10
-0.2% -$758 0.1% 124
2024
Q3 		$535K Buy
6,550
+60
+0.9% +$5.22K 0.11% 121
2024
Q2 		$691K Sell
6,490
-110
-2% -$10.6K 0.16% 107
2024
Q1 		$641K Sell
6,600
-44,350
-87% -$3.9M 0.15% 108
2023
Q4 		$3.99M Buy
50,950
+1,120
+2% +$76.3K 0.99% 21
2023
Q3 		$3.12M Buy
49,830
+42,530
+583% +$2.79M 0.84% 31
2023
Q2 		$469K Hold
7,300
– – 0.13% 115
2023
Q1 		$387K Buy
7,300
+300
+4% +$14.7K 0.11% 122
2022
Q4 		$294K Buy
7,000
+630
+10% +$26.4K 0.09% 126
2022
Q3 		$233K Buy
6,370
+1,540
+32% +$68.6K 0.08% 118
2022
Q2 		$206K Buy
4,830
+640
+15% +$30.5K 0.07% 129
2022
Q1 		$225K Buy
4,190
+300
+8% +$17.5K 0.07% 137
2021
Q4 		$229K Buy
+3,890
New +$244K 0.08% 133
2021
Q3 		– Sell
-3,510
Closed -$228K – 152
2021
Q2 		$228K Sell
3,510
-240
-6% -$15.2K 0.09% 123
2021
Q1 		$223K Buy
+3,750
New +$204K 0.1% 94
2019
Q1 		– Sell
-64,050
Closed -$872K – 77
2018
Q4 		$872K Buy
+64,050
New +$918K 0.54% 28

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Advisory Resource Group's LRCX Position: Q2 2026 in Review

Advisory Resource Group reduced its Lam Research (LRCX) stake by 0.49% in Q2 2026, selling an estimated $8.2K and leaving 5,447 shares worth $2.36M. The position accounts for 0.35% of the portfolio, ranked #66.

Advisory Resource Group first reported a position in LRCX in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.99M in Q4 2023. 601 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Advisory Resource Group held 5,447 shares of Lam Research worth $2.36M as of Q2 2026.
  • Advisory Resource Group sold 27 Lam Research shares in Q2 2026, an estimated $8.2K.
  • Lam Research made up 0.35% of Advisory Resource Group's portfolio in Q2 2026, its #66 holding.
  • Advisory Resource Group first reported a position in Lam Research in Q4 2018 and has held it in 22 quarters since.
  • Advisory Resource Group's Lam Research position peaked at $3.99M in Q4 2023.
  • 601 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.