Canvas Wealth Advisors’s Lam Research LRCX Stock Holding History

Canvas Wealth 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	$1.44M	Sell	3,326 -89	-3%	-$27K	0.2%	73
2026 Q1	$731K	Buy	3,415 +874	+34%	+$195K	0.12%	96
2025 Q4	$436K	Buy	2,541 +103	+4%	+$16K	0.07%	125
2025 Q3	$355K	Buy	2,438 +157	+7%	+$16.6K	0.06%	136
2025 Q2	$225K	Buy	+2,281	New	+$181K	0.04%	191
2022 Q4	–	Sell	-6,960	Closed	-$268K	–	151
2022 Q3	$268K	Buy	+6,960	New	+$310K	0.11%	100

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Canvas Wealth Advisors's LRCX Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Lam Research (LRCX) stake by 2.6% in Q2 2026, selling an estimated $27K and leaving 3,326 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #73.

Canvas Wealth Advisors first reported a position in LRCX in Q3 2022 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Canvas Wealth Advisors held 3,326 shares of Lam Research worth $1.44M as of Q2 2026.
Canvas Wealth Advisors sold 89 Lam Research shares in Q2 2026, an estimated $27K.
Lam Research made up 0.2% of Canvas Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Canvas Wealth Advisors first reported a position in Lam Research in Q3 2022 and has held it in 6 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.