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Beacon Pointe Advisors’s Lam Research LRCX Stock Holding History

Beacon Pointe 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 		$33.4M Sell
77,136
-1,699
-2% -$516K 0.16% 134
2026
Q1 		$16.8M Buy
78,835
+16,942
+27% +$3.79M 0.09% 207
2025
Q4 		$10.6M Buy
61,893
+12,130
+24% +$1.89M 0.07% 245
2025
Q3 		$6.66M Sell
49,763
-20,476
-29% -$2.17M 0.06% 299
2025
Q2 		$6.84M Sell
70,239
-6,331
-8% -$502K 0.07% 248
2025
Q1 		$5.57M Buy
76,570
+10,562
+16% +$832K 0.06% 273
2024
Q4 		$4.77M Sell
66,008
-1,342
-2% -$102K 0.05% 296
2024
Q3 		$5.5M Sell
67,350
-1,680
-2% -$146K 0.06% 271
2024
Q2 		$7.35M Sell
69,030
-10,110
-13% -$970K 0.09% 205
2024
Q1 		$7.69M Sell
79,140
-400
-0.5% -$35.2K 0.09% 212
2023
Q4 		$6.23M Buy
79,540
+3,520
+5% +$240K 0.07% 232
2023
Q3 		$4.77M Buy
76,020
+62,640
+468% +$4.12M 0.06% 272
2023
Q2 		$861K Sell
13,380
-39,900
-75% -$2.25M 0.01% 567
2023
Q1 		$2.82M Buy
53,280
+40,220
+308% +$1.97M 0.05% 317
2022
Q4 		$549K Sell
13,060
-810
-6% -$33.9K 0.01% 655
2022
Q3 		$508K Sell
13,870
-6,910
-33% -$308K 0.01% 631
2022
Q2 		$883K Buy
20,780
+120
+0.6% +$5.71K 0.02% 499
2022
Q1 		$1.11M Buy
20,660
+5,740
+38% +$334K 0.02% 589
2021
Q4 		$1.07M Buy
14,920
+660
+5% +$41.4K 0.03% 372
2021
Q3 		$812K Sell
14,260
-8,290
-37% -$504K 0.02% 443
2021
Q2 		$1.47M Buy
22,550
+16,600
+279% +$1.05M 0.05% 270
2021
Q1 		$356K Sell
5,950
-13,200
-69% -$719K 0.02% 352
2020
Q4 		$904K Buy
+19,150
New +$806K 0.06% 208
2020
Q3 		– Sell
-17,770
Closed -$575K – 418
2020
Q2 		$575K Buy
17,770
+4,480
+34% +$122K 0.06% 216
2020
Q1 		$319K Buy
+13,290
New +$383K 0.05% 228

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 Pointe Advisors's LRCX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Lam Research (LRCX) stake by 2.2% in Q2 2026, selling an estimated $516K and leaving 77,136 shares worth $33.4M. The position accounts for 0.16% of the portfolio, ranked #134.

Beacon Pointe Advisors first reported a position in LRCX in Q1 2020 and has held it in 25 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Beacon Pointe Advisors held 77,136 shares of Lam Research worth $33.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,699 Lam Research shares in Q2 2026, an estimated $516K.
  • Lam Research made up 0.16% of Beacon Pointe Advisors's portfolio in Q2 2026, its #134 holding.
  • Beacon Pointe Advisors first reported a position in Lam Research in Q1 2020 and has held it in 25 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.