Carolina Wealth Advisors’s Lam Research LRCX Stock Holding History

Carolina 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	$3.79M	Sell	8,739 -2,641	-23%	-$802K	1.48%	20
2026 Q1	$2.43M	Buy	11,380 +9,084	+396%	+$2.03M	1.01%	31
2025 Q4	$393K	Buy	+2,296	New	+$357K	0.18%	61
2021 Q4	–	Sell	-500	Closed	-$28K	–	285
2021 Q3	$28K	Sell	500 -9,400	-95%	-$572K	0.02%	147
2021 Q2	$644K	Sell	9,900 -240	-2%	-$15.2K	0.43%	32
2021 Q1	$604K	Sell	10,140 -10,670	-51%	-$581K	0.44%	32
2020 Q4	$983K	Sell	20,810 -420	-2%	-$17.7K	0.79%	32
2020 Q3	$704K	Buy	21,230 +1,560	+8%	+$53.7K	0.62%	40
2020 Q2	$636K	Buy	19,670 +1,590	+9%	+$43.4K	0.62%	39
2020 Q1	$434K	Buy	18,080 +9,370	+108%	+$270K	0.5%	41
2019 Q4	$255K	Buy	+8,710	New	+$231K	0.24%	42

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

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

Carolina Wealth Advisors reduced its Lam Research (LRCX) stake by 23% in Q2 2026, selling an estimated $802K and leaving 8,739 shares worth $3.79M. The position accounts for 1.48% of the portfolio, ranked #20.

Carolina Wealth Advisors first reported a position in LRCX in Q4 2019 and has held it in 11 quarters since. 924 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Carolina Wealth Advisors held 8,739 shares of Lam Research worth $3.79M as of Q2 2026.
Carolina Wealth Advisors sold 2,641 Lam Research shares in Q2 2026, an estimated $802K.
Lam Research made up 1.48% of Carolina Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Carolina Wealth Advisors first reported a position in Lam Research in Q4 2019 and has held it in 11 quarters since.
924 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.