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Brown Financial Advisors’s Lam Research LRCX Stock Holding History

Brown Financial 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 		$2.92M Buy
6,727
+683
+11% +$207K 1.02% 28
2026
Q1 		$1.29M Sell
6,044
-2,200
-27% -$492K 0.49% 66
2025
Q4 		$1.41M Sell
8,244
-5,008
-38% -$779K 0.52% 66
2025
Q3 		$1.77M Sell
13,252
-45
-0.3% -$4.76K 0.66% 55
2025
Q2 		$1.29M Buy
13,297
+403
+3% +$32K 0.51% 73
2025
Q1 		$937K Buy
12,894
+720
+6% +$56.7K 0.39% 86
2024
Q4 		$879K Buy
12,174
+1,904
+19% +$144K 0.35% 85
2024
Q3 		$838K Sell
10,270
-3,710
-27% -$323K 0.35% 87
2024
Q2 		$1.49M Buy
+13,980
New +$1.34M 0.67% 50

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

Brown Financial Advisors's LRCX Position: Q2 2026 in Review

Brown Financial Advisors increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $207K and bringing the position to 6,727 shares worth $2.92M. The position accounts for 1.02% of the portfolio, ranked #28.

Brown Financial Advisors first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Brown Financial Advisors held 6,727 shares of Lam Research worth $2.92M as of Q2 2026.
  • Brown Financial Advisors bought 683 Lam Research shares in Q2 2026, an estimated $207K.
  • Lam Research made up 1.02% of Brown Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Brown Financial Advisors first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.