Avalon Capital Management’s Lam Research LRCX Stock Holding History

Avalon Capital 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	$1.24M	Buy	2,864 +1,070	+60%	+$325K	0.29%	53
2026 Q1	$383K	Sell	1,794 -67	-4%	-$15K	0.11%	85
2025 Q4	$319K	Hold	1,861	–	–	0.08%	107
2025 Q3	$249K	Buy	+1,861	New	+$197K	0.06%	118
2016 Q2	–	Sell	-130,000	Closed	-$1.07M	–	89
2016 Q1	$1.07M	Buy	+130,000	New	+$946K	0.86%	36

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

Avalon Capital Management's LRCX Position: Q2 2026 in Review

Avalon Capital Management increased its Lam Research (LRCX) stake by 60% in Q2 2026, buying an estimated $325K and bringing the position to 2,864 shares worth $1.24M. The position accounts for 0.29% of the portfolio, ranked #53.

Avalon Capital Management first reported a position in LRCX in Q1 2016 and has held it in 5 quarters since. 984 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Avalon Capital Management held 2,864 shares of Lam Research worth $1.24M as of Q2 2026.
Avalon Capital Management bought 1,070 Lam Research shares in Q2 2026, an estimated $325K.
Lam Research made up 0.29% of Avalon Capital Management's portfolio in Q2 2026, its #53 holding.
Avalon Capital Management first reported a position in Lam Research in Q1 2016 and has held it in 5 quarters since.
984 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.