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Atlantic Edge Private Wealth Management’s Lam Research LRCX Stock Holding History

Atlantic Edge Private Wealth Management’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 		$355K Buy
820
+20
+3% +$6.07K 0.07% 115
2026
Q1 		$171K Hold
800
– – 0.04% 141
2025
Q4 		$137K Hold
800
– – 0.03% 157
2025
Q3 		$107K Buy
800
+50
+7% +$5.29K 0.03% 166
2025
Q2 		$73K Sell
750
-50
-6% -$3.97K 0.02% 180
2025
Q1 		$58.2K Buy
800
+200
+33% +$15.8K 0.02% 189
2024
Q4 		$43.3K Hold
600
– – 0.01% 213
2024
Q3 		$49K Hold
600
– – 0.01% 207
2024
Q2 		$63.9K Buy
600
+100
+20% +$9.59K 0.02% 178
2024
Q1 		$48.6K Hold
500
– – 0.02% 194
2023
Q4 		$39.2K Buy
+500
New +$34.1K 0.02% 198

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Atlantic Edge Private Wealth Management's LRCX Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Lam Research (LRCX) stake by 2.5% in Q2 2026, buying an estimated $6.07K and bringing the position to 820 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #115.

Atlantic Edge Private Wealth Management first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 1,189 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 820 shares of Lam Research worth $355K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 20 Lam Research shares in Q2 2026, an estimated $6.07K.
  • Lam Research made up 0.07% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.