Client 1st Advisory Group’s Lam Research LRCX Stock Holding History

Client 1st Advisory Group’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	$1.64M	Buy	3,794 +94	+3%	+$28.5K	0.43%	37
2026 Q1	$791K	Sell	3,700 -490	-12%	-$110K	0.24%	54
2025 Q4	$717K	Hold	4,190	–	–	0.22%	55
2025 Q3	$561K	Hold	4,190	–	–	0.19%	64
2025 Q2	$408K	Hold	4,190	–	–	0.15%	75
2025 Q1	$305K	Hold	4,190	–	–	0.12%	91
2024 Q4	$303K	Hold	4,190	–	–	0.12%	96
2024 Q3	$342K	Sell	4,190 -1,190	-22%	-$103K	0.14%	86
2024 Q2	$573K	Sell	5,380 -240	-4%	-$23K	0.25%	48
2024 Q1	$546K	Hold	5,620	–	–	0.25%	50
2023 Q4	$440K	Hold	5,620	–	–	0.21%	61
2023 Q3	$352K	Buy	5,620 +2,000	+55%	+$131K	0.19%	67
2023 Q2	$233K	Buy	+3,620	New	+$204K	0.12%	91

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Client 1st Advisory Group's LRCX Position: Q2 2026 in Review

Client 1st Advisory Group increased its Lam Research (LRCX) stake by 2.5% in Q2 2026, buying an estimated $28.5K and bringing the position to 3,794 shares worth $1.64M. The position accounts for 0.43% of the portfolio, ranked #37.

Client 1st Advisory Group first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 613 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Client 1st Advisory Group held 3,794 shares of Lam Research worth $1.64M as of Q2 2026.
Client 1st Advisory Group bought 94 Lam Research shares in Q2 2026, an estimated $28.5K.
Lam Research made up 0.43% of Client 1st Advisory Group's portfolio in Q2 2026, its #37 holding.
Client 1st Advisory Group first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
613 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.