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Avior Wealth Management’s Lam Research LRCX Stock Holding History

Avior 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 		$1.12M Buy
2,573
+161
+7% +$48.9K 0.03% 338
2026
Q1 		$515K Buy
2,412
+343
+17% +$76.7K 0.01% 523
2025
Q4 		$354K Buy
2,069
+162
+8% +$25.2K 0.01% 563
2025
Q3 		$255K Buy
+1,907
New +$202K 0.01% 642
2025
Q1 		– Sell
-1,524
Closed -$110K – 1656
2024
Q4 		$110K Buy
1,524
+164
+12% +$12.4K ﹤0.01% 865
2024
Q3 		$111K Buy
1,360
+60
+5% +$5.22K ﹤0.01% 851
2024
Q2 		$138K Sell
1,300
-400
-24% -$38.4K 0.01% 774
2024
Q1 		$165K Buy
1,700
+1,430
+530% +$126K 0.01% 771
2023
Q4 		$21.1K Buy
270
+240
+800% +$16.4K ﹤0.01% 874
2023
Q3 		$1.88K Sell
30
-10
-25% -$657 ﹤0.01% 1389
2023
Q2 		$2.57K Sell
40
-320
-89% -$18K ﹤0.01% 1332
2023
Q1 		$19.1K Buy
360
+320
+800% +$15.7K ﹤0.01% 952
2022
Q4 		$1.68K Hold
40
– – ﹤0.01% 1066
2022
Q3 		$1K Buy
40
+10
+33% +$445 ﹤0.01% 1092
2022
Q2 		$1K Buy
30
+10
+50% +$476 ﹤0.01% 1004
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1041
2021
Q4 		$1K Hold
20
– – ﹤0.01% 1033
2021
Q3 		$1K Sell
20
-5,410
-100% -$329K ﹤0.01% 1008
2021
Q2 		$353K Sell
5,430
-760
-12% -$48K 0.04% 344
2021
Q1 		$368K Hold
6,190
– – 0.04% 340
2020
Q4 		$292K Sell
6,190
-1,550
-20% -$65.2K 0.04% 345
2020
Q3 		$256K Sell
7,740
-1,780
-19% -$61.3K 0.04% 348
2020
Q2 		$307K Sell
9,520
-800
-8% -$21.8K 0.05% 327
2020
Q1 		$247K Buy
+10,320
New +$297K 0.05% 307
2018
Q2 		– Sell
-60
Closed -$1K – 824
2018
Q1 		$1K Hold
60
– – ﹤0.01% 741
2017
Q4 		$1K Buy
+60
New +$1.18K ﹤0.01% 745

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
Mirae Asset Global Investments
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)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avior Wealth Management's LRCX Position: Q2 2026 in Review

Avior Wealth Management increased its Lam Research (LRCX) stake by 6.7% in Q2 2026, buying an estimated $48.9K and bringing the position to 2,573 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #338.

Avior Wealth Management first reported a position in LRCX in Q4 2017 and has held it in 26 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Avior Wealth Management held 2,573 shares of Lam Research worth $1.12M as of Q2 2026.
  • Avior Wealth Management bought 161 Lam Research shares in Q2 2026, an estimated $48.9K.
  • Lam Research made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Avior Wealth Management first reported a position in Lam Research in Q4 2017 and has held it in 26 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.