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Cache Advisors’s Lam Research LRCX Stock Holding History

Cache 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 		$10.2M Buy
23,581
+6,403
+37% +$1.94M 0.87% 22
2026
Q1 		$3.67M Buy
17,178
+5,928
+53% +$1.33M 0.42% 20
2025
Q4 		$1.93M Buy
11,250
+460
+4% +$71.5K 0.24% 35
2025
Q3 		$1.44M Hold
10,790
– – 0.25% 40
2025
Q2 		$1.05M Hold
10,790
– – 0.28% 44
2025
Q1 		$784K Hold
10,790
– – 0.3% 46
2024
Q4 		$779K Buy
+10,790
New +$818K 0.32% 40

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cache Advisors's LRCX Position: Q2 2026 in Review

Cache Advisors increased its Lam Research (LRCX) stake by 37% in Q2 2026, buying an estimated $1.94M and bringing the position to 23,581 shares worth $10.2M. The position accounts for 0.87% of the portfolio, ranked #22.

Cache Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cache Advisors held 23,581 shares of Lam Research worth $10.2M as of Q2 2026.
  • Cache Advisors bought 6,403 Lam Research shares in Q2 2026, an estimated $1.94M.
  • Lam Research made up 0.87% of Cache Advisors's portfolio in Q2 2026, its #22 holding.
  • Cache Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 767 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.