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CogentBlue Wealth Advisors’s Lam Research LRCX Stock Holding History

CogentBlue 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 		$552K Buy
1,273
+16
+1% +$4.86K 0.32% 51
2026
Q1 		$269K Buy
1,257
+41
+3% +$9.17K 0.18% 55
2025
Q4 		$208K Buy
+1,216
New +$189K 0.14% 68

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
New York State Teachers Retirement System (NYSTRS)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

CogentBlue Wealth Advisors increased its Lam Research (LRCX) stake by 1.3% in Q2 2026, buying an estimated $4.86K and bringing the position to 1,273 shares worth $552K. The position accounts for 0.32% of the portfolio, ranked #51.

CogentBlue Wealth Advisors first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • CogentBlue Wealth Advisors held 1,273 shares of Lam Research worth $552K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 16 Lam Research shares in Q2 2026, an estimated $4.86K.
  • Lam Research made up 0.32% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • CogentBlue Wealth Advisors first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.