AmeriFlex Group’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
$1.03M Sell
2,367
-683
-22% -$207K 0.42% 48
2026
Q1
$652K Sell
3,050
-80
-3% -$17.9K 0.33% 66
2025
Q4
$536K Buy
3,130
+2,682
+599% +$417K 0.28% 75
2025
Q3
$60K Buy
448
+344
+331% +$36.4K 0.02% 435
2025
Q2
$10.1K Sell
104
-1,685
-94% -$134K 0.01% 710
2025
Q1
$130K Buy
+1,789
New +$141K 0.05% 297

Other funds holding LRCX

AmeriFlex Group's LRCX Position: Q2 2026 in Review

AmeriFlex Group reduced its Lam Research (LRCX) stake by 22% in Q2 2026, selling an estimated $207K and leaving 2,367 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #48.

AmeriFlex Group first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • AmeriFlex Group held 2,367 shares of Lam Research worth $1.03M as of Q2 2026.
  • AmeriFlex Group sold 683 Lam Research shares in Q2 2026, an estimated $207K.
  • Lam Research made up 0.42% of AmeriFlex Group's portfolio in Q2 2026, its #48 holding.
  • AmeriFlex Group first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.