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Beacon Financial Advisory’s Lam Research LRCX Stock Holding History

Beacon Financial Advisory’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 		$597K Buy
1,379
+86
+7% +$26.1K 0.12% 211
2026
Q1 		$276K Buy
1,293
+25
+2% +$5.59K 0.06% 319
2025
Q4 		$217K Sell
1,268
-474
-27% -$73.7K 0.05% 356
2025
Q3 		$233K Buy
+1,742
New +$184K 0.05% 336
2024
Q3 		– Sell
-2,150
Closed -$229K – 311
2024
Q2 		$229K Sell
2,150
-110
-5% -$10.6K 0.09% 249
2024
Q1 		$219K Buy
+2,260
New +$199K 0.11% 222

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Financial Advisory's LRCX Position: Q2 2026 in Review

Beacon Financial Advisory increased its Lam Research (LRCX) stake by 6.7% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,379 shares worth $597K. The position accounts for 0.12% of the portfolio, ranked #211.

Beacon Financial Advisory first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Beacon Financial Advisory held 1,379 shares of Lam Research worth $597K as of Q2 2026.
  • Beacon Financial Advisory bought 86 Lam Research shares in Q2 2026, an estimated $26.1K.
  • Lam Research made up 0.12% of Beacon Financial Advisory's portfolio in Q2 2026, its #211 holding.
  • Beacon Financial Advisory first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.