Balance Wealth’s Lam Research LRCX Stock Holding History

Balance 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	$346K	Buy	+799	New	+$243K	0.09%	119

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

Balance Wealth's LRCX Position: Q2 2026 in Review

Balance Wealth opened a new position in Lam Research (LRCX) in Q2 2026: 799 shares worth $346K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings.

988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Balance Wealth held 799 shares of Lam Research worth $346K as of Q2 2026.
Lam Research was a new Balance Wealth position in Q2 2026.
Lam Research made up 0.09% of Balance Wealth's portfolio in Q2 2026, its #119 holding.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.