COFG Advisors’s Lam Research LRCX Stock Holding History

COFG 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	$952K	Sell	2,198 -250	-10%	-$75.9K	0.16%	95
2026 Q1	$523K	Sell	2,448 -15	-0.6%	-$3.35K	0.13%	113
2025 Q4	$422K	Buy	+2,463	New	+$383K	0.1%	135

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COFG Advisors's LRCX Position: Q2 2026 in Review

COFG Advisors reduced its Lam Research (LRCX) stake by 10% in Q2 2026, selling an estimated $75.9K and leaving 2,198 shares worth $952K. The position accounts for 0.16% of the portfolio, ranked #95.

COFG Advisors first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

COFG Advisors held 2,198 shares of Lam Research worth $952K as of Q2 2026.
COFG Advisors sold 250 Lam Research shares in Q2 2026, an estimated $75.9K.
Lam Research made up 0.16% of COFG Advisors's portfolio in Q2 2026, its #95 holding.
COFG Advisors first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.