Annex Advisory Services’s Lam Research LRCX Stock Holding History

Annex Advisory Services’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	$526K	Buy	1,215 +93	+8%	+$28.2K	0.01%	252
2026 Q1	$240K	Buy	+1,122	New	+$251K	﹤0.01%	334
2024 Q3	–	Sell	-5,770	Closed	-$614K	–	299
2024 Q2	$614K	Buy	5,770 +650	+13%	+$62.3K	0.02%	169
2024 Q1	$497K	Sell	5,120 -2,490	-33%	-$219K	0.02%	179
2023 Q4	$596K	Buy	7,610 +2,460	+48%	+$168K	0.02%	158
2023 Q3	$323K	Sell	5,150 -210	-4%	-$13.8K	0.02%	178
2023 Q2	$345K	Hold	5,360	–	–	0.02%	173
2023 Q1	$284K	Sell	5,360 -70	-1%	-$3.44K	0.02%	187
2022 Q4	$228K	Sell	5,430 -60	-1%	-$2.51K	0.01%	223
2022 Q3	$201K	Sell	5,490 -20	-0.4%	-$890	0.01%	222
2022 Q2	$235K	Buy	5,510 +100	+2%	+$4.76K	0.02%	224
2022 Q1	$291K	Buy	5,410 +50	+0.9%	+$2.91K	0.02%	199
2021 Q4	$385K	Buy	5,360 +20	+0.4%	+$1.25K	0.03%	172
2021 Q3	$304K	Sell	5,340 -7,020	-57%	-$427K	0.02%	167
2021 Q2	$804K	Sell	12,360 -200	-2%	-$12.6K	0.07%	126
2021 Q1	$747K	Buy	12,560 +150	+1%	+$8.17K	0.07%	122
2020 Q4	$586K	Buy	12,410 +70	+0.6%	+$2.94K	0.06%	125
2020 Q3	$409K	Sell	12,340 -250	-2%	-$8.61K	0.05%	93
2020 Q2	$407K	Buy	12,590 +250	+2%	+$6.82K	0.06%	90
2020 Q1	$297K	Hold	12,340	–	–	0.04%	102
2019 Q4	$360K	Hold	12,340	–	–	0.04%	99
2019 Q3	$286K	Sell	12,340 -1,490	-11%	-$31.3K	0.04%	102
2019 Q2	$260K	Sell	13,830 -78,870	-85%	-$1.5M	0.04%	101
2019 Q1	$1.66M	Buy	92,700 +2,980	+3%	+$49.7K	0.25%	48
2018 Q4	$1.22M	Buy	89,720 +12,960	+17%	+$186K	0.19%	66
2018 Q3	$1.16M	Buy	76,760 +7,890	+11%	+$135K	0.18%	64
2018 Q2	$1.19M	Buy	68,870 +4,660	+7%	+$89.8K	0.2%	63
2018 Q1	$1.3M	Buy	64,210 +5,840	+10%	+$116K	0.24%	52
2017 Q4	$1.07M	Buy	58,370 +2,380	+4%	+$46.8K	0.2%	56
2017 Q3	$1.04M	Buy	55,990 +1,920	+4%	+$31.2K	0.21%	52
2017 Q2	$765K	Sell	54,070 -12,440	-19%	-$182K	0.17%	62
2017 Q1	$854K	Buy	66,510 +4,710	+8%	+$55.4K	0.21%	45
2016 Q4	$653K	Buy	+61,800	New	+$628K	0.16%	57

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

Annex Advisory Services's LRCX Position: Q2 2026 in Review

Annex Advisory Services increased its Lam Research (LRCX) stake by 8.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 1,215 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #252.

Annex Advisory Services first reported a position in LRCX in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.66M in Q1 2019. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Annex Advisory Services held 1,215 shares of Lam Research worth $526K as of Q2 2026.
Annex Advisory Services bought 93 Lam Research shares in Q2 2026, an estimated $28.2K.
Lam Research made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #252 holding.
Annex Advisory Services first reported a position in Lam Research in Q4 2016 and has held it in 33 quarters since.
Annex Advisory Services's Lam Research position peaked at $1.66M in Q1 2019.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.