Amplius Wealth Advisors’s Lam Research LRCX Stock Holding History

Amplius 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	$250K	Buy	+576	New	+$175K	0.02%	182
2022 Q1	–	Sell	-1,680	Closed	-$120K	–	584
2021 Q4	$120K	Buy	+1,680	New	+$105K	0.02%	229

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Amplius Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 576 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in LRCX as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in LRCX in Q4 2021 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Amplius Wealth Advisors held 576 shares of Lam Research worth $250K as of Q2 2026.
Lam Research was a new Amplius Wealth Advisors position in Q2 2026.
Lam Research made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #182 holding.
Amplius Wealth Advisors first reported a position in Lam Research in Q4 2021 and has held it in 2 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.