Benchmark Financial Wealth 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
$208K Buy
+479
New +$145K 0.05% 142
2026
Q1
Sell
-1,471
Closed -$252K 140
2025
Q4
$252K Buy
+1,471
New +$229K 0.07% 103
2025
Q2
Sell
-3,687
Closed -$268K 120
2025
Q1
$268K Buy
+3,687
New +$290K 0.1% 87

Other funds holding LRCX

Benchmark Financial Wealth Advisors's LRCX Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 479 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: Benchmark Financial Wealth Advisors previously reported a position in LRCX as recently as Q4 2025.

Benchmark Financial Wealth Advisors first reported a position in LRCX in Q1 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2025. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 479 shares of Lam Research worth $208K as of Q2 2026.
  • Lam Research was a new Benchmark Financial Wealth Advisors position in Q2 2026.
  • Lam Research made up 0.05% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Lam Research in Q1 2025 and has held it in 3 quarters since.
  • Benchmark Financial Wealth Advisors's Lam Research position peaked at $268K in Q1 2025.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.