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Avantra Family Wealth’s Lam Research LRCX Stock Holding History

Avantra Family Wealth’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 		$896K Buy
2,067
+404
+24% +$123K 0.57% 49
2026
Q1 		$355K Buy
+1,663
New +$372K 0.26% 113

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Avantra Family Wealth's LRCX Position: Q2 2026 in Review

Avantra Family Wealth increased its Lam Research (LRCX) stake by 24% in Q2 2026, buying an estimated $123K and bringing the position to 2,067 shares worth $896K. The position accounts for 0.57% of the portfolio, ranked #49.

Avantra Family Wealth first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Avantra Family Wealth held 2,067 shares of Lam Research worth $896K as of Q2 2026.
  • Avantra Family Wealth bought 404 Lam Research shares in Q2 2026, an estimated $123K.
  • Lam Research made up 0.57% of Avantra Family Wealth's portfolio in Q2 2026, its #49 holding.
  • Avantra Family Wealth first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.