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Alta Wealth Advisors’s Lam Research LRCX Stock Holding History

Alta Wealth 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 		$5.77M Buy
13,315
+2
+0% +$607 1.56% 12
2026
Q1 		$2.84M Buy
13,313
+150
+1% +$33.5K 0.92% 23
2025
Q4 		$2.25M Buy
13,163
+97
+0.7% +$15.1K 0.75% 30
2025
Q3 		$1.75M Buy
+13,066
New +$1.38M 0.63% 36
2025
Q2 		– Sell
-15,845
Closed -$1.15M – 132
2025
Q1 		$1.15M Sell
15,845
-2,025
-11% -$159K 0.53% 46
2024
Q4 		$1.29M Sell
17,870
-20
-0.1% -$1.52K 0.56% 43
2024
Q3 		$1.46M Sell
17,890
-50
-0.3% -$4.35K 0.67% 35
2024
Q2 		$1.91M Buy
17,940
+20
+0.1% +$1.92K 0.95% 21
2024
Q1 		$1.74M Sell
17,920
-2,070
-10% -$182K 0.88% 26
2023
Q4 		$1.57M Buy
19,990
+1,380
+7% +$94K 0.87% 29
2023
Q3 		$1.17M Buy
18,610
+440
+2% +$28.9K 0.71% 38
2023
Q2 		$1.17M Sell
18,170
-100
-0.5% -$5.64K 0.69% 43
2023
Q1 		$969K Buy
18,270
+1,120
+7% +$55K 0.61% 46
2022
Q4 		$721K Sell
17,150
-1,200
-7% -$50.2K 0.49% 69
2022
Q3 		$672K Sell
18,350
-950
-5% -$42.3K 0.48% 61
2022
Q2 		$825K Sell
19,300
-20
-0.1% -$952 0.57% 49
2022
Q1 		$1.04M Sell
19,320
-530
-3% -$30.9K 0.62% 45
2021
Q4 		$1.43M Sell
19,850
-150
-0.8% -$9.4K 0.88% 29
2021
Q3 		$1.14M Hold
20,000
– – 0.83% 32
2021
Q2 		$1.3M Buy
20,000
+500
+3% +$31.6K 0.95% 27
2021
Q1 		$1.16M Hold
19,500
– – 0.97% 27
2020
Q4 		$921K Buy
+19,500
New +$820K 0.77% 44

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

Alta Wealth Advisors's LRCX Position: Q2 2026 in Review

Alta Wealth Advisors increased its Lam Research (LRCX) stake by 0.02% in Q2 2026, buying an estimated $607 and bringing the position to 13,315 shares worth $5.77M. The position accounts for 1.56% of the portfolio, ranked #12.

Alta Wealth Advisors first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Alta Wealth Advisors held 13,315 shares of Lam Research worth $5.77M as of Q2 2026.
  • Alta Wealth Advisors bought 2 Lam Research shares in Q2 2026, an estimated $607.
  • Lam Research made up 1.56% of Alta Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Alta Wealth Advisors first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.