Beacon Financial Group’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.22M | Buy |
5,124
+260
| +5% | +$78.9K | 0.2% | 111 |
|
|
2026
Q1 | $1.04M | Sell |
4,864
-441
| -8% | -$98.6K | 0.1% | 164 |
|
|
2025
Q4 | $908K | Buy |
5,305
+204
| +4% | +$31.7K | 0.09% | 174 |
|
|
2025
Q3 | $683K | Sell |
5,101
-188
| -4% | -$19.9K | 0.07% | 198 |
|
|
2025
Q2 | $515K | Buy |
5,289
+323
| +7% | +$25.6K | 0.05% | 224 |
|
|
2025
Q1 | $361K | Sell |
4,966
-465
| -9% | -$36.6K | 0.04% | 257 |
|
|
2024
Q4 | $392K | Buy |
5,431
+101
| +2% | +$7.66K | 0.04% | 247 |
|
|
2024
Q3 | $435K | Buy |
5,330
+1,930
| +57% | +$168K | 0.05% | 229 |
|
|
2024
Q2 | $362K | Buy |
3,400
+260
| +8% | +$24.9K | 0.04% | 244 |
|
|
2024
Q1 | $305K | Hold |
3,140
| – | – | 0.04% | 268 |
|
|
2023
Q4 | $246K | Buy |
+3,140
| New | +$214K | 0.03% | 288 |
|
|
2022
Q1 | – | Sell |
-3,590
| Closed | -$260K | – | 232 |
|
|
2021
Q4 | $260K | Buy |
+3,590
| New | +$225K | 0.03% | 221 |
|
|
2021
Q3 | – | Sell |
-4,170
| Closed | -$253K | – | 223 |
|
|
2021
Q2 | $253K | Sell |
4,170
-7,080
| -63% | -$447K | 0.04% | 207 |
|
|
2021
Q1 | $635K | Hold |
11,250
| – | – | 0.1% | 153 |
|
|
2020
Q4 | $635K | Buy |
+11,250
| New | +$473K | 0.1% | 155 |
|
|
2018
Q4 | – | Sell |
-20,410
| Closed | -$310K | – | 183 |
|
|
2018
Q3 | $310K | Sell |
20,410
-800
| -4% | -$13.7K | 0.05% | 165 |
|
|
2018
Q2 | $367K | Sell |
21,210
-1,040
| -5% | -$20K | 0.06% | 157 |
|
|
2018
Q1 | $452K | Sell |
22,250
-4,090
| -16% | -$81K | 0.08% | 146 |
|
|
2017
Q4 | $485K | Sell |
26,340
-5,790
| -18% | -$114K | 0.08% | 135 |
|
|
2017
Q3 | $594K | Sell |
32,130
-4,090
| -11% | -$66.4K | 0.11% | 121 |
|
|
2017
Q2 | $516K | Sell |
36,220
-13,690
| -27% | -$201K | 0.1% | 127 |
|
|
2017
Q1 | $642K | Sell |
49,910
-4,520
| -8% | -$53.1K | 0.12% | 106 |
|
|
2016
Q4 | $575K | Sell |
54,430
-11,040
| -17% | -$112K | 0.12% | 109 |
|
|
2016
Q3 | $610K | Sell |
65,470
-4,730
| -7% | -$43K | 0.13% | 112 |
|
|
2016
Q2 | $577K | Buy |
70,200
+11,750
| +20% | +$94.4K | 0.13% | 108 |
|
|
2016
Q1 | $480K | Sell |
58,450
-540
| -0.9% | -$3.93K | 0.1% | 123 |
|
|
2015
Q4 | $472K | Sell |
58,990
-24,740
| -30% | -$186K | 0.11% | 116 |
|
|
2015
Q3 | $526K | Buy |
83,730
+22,700
| +37% | +$166K | 0.13% | 101 |
|
|
2015
Q2 | $489K | Buy |
61,030
+10,460
| +21% | +$82.1K | 0.11% | 110 |
|
|
2015
Q1 | $366K | Buy |
50,570
+11,120
| +28% | +$87.9K | 0.08% | 126 |
|
|
2014
Q4 | $315K | Sell |
39,450
-8,850
| -18% | -$68.6K | 0.07% | 135 |
|
|
2014
Q3 | $363K | Buy |
+48,300
| New | +$345K | 0.08% | 137 |
|
Other funds holding LRCX
Beacon Financial Group's LRCX Position: Q2 2026 in Review
Beacon Financial Group increased its Lam Research (LRCX) stake by 5.3% in Q2 2026, buying an estimated $78.9K and bringing the position to 5,124 shares worth $2.22M. The position accounts for 0.2% of the portfolio, ranked #111.
Beacon Financial Group first reported a position in LRCX in Q3 2014 and has held it in 32 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Beacon Financial Group held 5,124 shares of Lam Research worth $2.22M as of Q2 2026.
- Beacon Financial Group bought 260 Lam Research shares in Q2 2026, an estimated $78.9K.
- Lam Research made up 0.2% of Beacon Financial Group's portfolio in Q2 2026, its #111 holding.
- Beacon Financial Group first reported a position in Lam Research in Q3 2014 and has held it in 32 quarters since.
- 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.