Bellwether Advisors’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
$1.49M Buy
+3,445
New +$1.05M 0.22% 87
2025
Q3
Sell
-70
Closed -$6.81K 381
2025
Q2
$6.81K Hold
70
﹤0.01% 400
2025
Q1
$5.09K Hold
70
﹤0.01% 368
2024
Q4
$5.06K Buy
+70
New +$5.31K ﹤0.01% 377
2023
Q1
Sell
-19,580
Closed -$823K 513
2022
Q4
$823K Buy
+19,580
New +$819K 0.24% 76

Other funds holding LRCX

Bellwether Advisors's LRCX Position: Q2 2026 in Review

Bellwether Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 3,445 shares worth $1.49M. The stake represents 0.22% of the portfolio and ranks #87 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in LRCX as recently as Q2 2025.

Bellwether Advisors first reported a position in LRCX in Q4 2022 and has held it in 5 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bellwether Advisors held 3,445 shares of Lam Research worth $1.49M as of Q2 2026.
  • Lam Research was a new Bellwether Advisors position in Q2 2026.
  • Lam Research made up 0.22% of Bellwether Advisors's portfolio in Q2 2026, its #87 holding.
  • Bellwether Advisors first reported a position in Lam Research in Q4 2022 and has held it in 5 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.