Bay Colony Advisors’s Lam Research LRCX Stock Holding History

Bay Colony Advisors’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	$1.02M	Sell	2,365 -583	-20%	-$177K	0.11%	156
2026 Q1	$630K	Buy	2,948 +43	+1%	+$9.61K	0.08%	219
2025 Q4	$497K	Sell	2,905 -1,692	-37%	-$263K	0.06%	282
2025 Q3	$616K	Buy	4,597 +122	+3%	+$12.9K	0.07%	248
2025 Q2	$436K	Buy	+4,475	New	+$355K	0.06%	266
2024 Q2	–	Sell	-2,060	Closed	-$200K	–	440
2024 Q1	$200K	Sell	2,060 -790	-28%	-$69.5K	0.04%	374
2023 Q4	$223K	Buy	+2,850	New	+$194K	0.04%	327
2018 Q3	–	Sell	-1,500	Closed	-$26K	–	608
2018 Q2	$26K	Buy	+1,500	New	+$28.9K	0.02%	475

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

Bay Colony Advisors's LRCX Position: Q2 2026 in Review

Bay Colony Advisors reduced its Lam Research (LRCX) stake by 20% in Q2 2026, selling an estimated $177K and leaving 2,365 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #156.

Bay Colony Advisors first reported a position in LRCX in Q2 2018 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Bay Colony Advisors held 2,365 shares of Lam Research worth $1.02M as of Q2 2026.
Bay Colony Advisors sold 583 Lam Research shares in Q2 2026, an estimated $177K.
Lam Research made up 0.11% of Bay Colony Advisors's portfolio in Q2 2026, its #156 holding.
Bay Colony Advisors first reported a position in Lam Research in Q2 2018 and has held it in 8 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.