Confluence Wealth Services’s Lam Research LRCX Stock Holding History

Confluence Wealth Services’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	$1.62M	Buy	3,729 +1,786	+92%	+$542K	0.05%	179
2026 Q1	$415K	Sell	1,943 -40	-2%	-$8.94K	0.02%	287
2025 Q4	$339K	Sell	1,983 -268	-12%	-$41.7K	0.01%	304
2025 Q3	$301K	Sell	2,251 -7	-0.3%	-$741	0.01%	316
2025 Q2	$220K	Buy	+2,258	New	+$179K	0.01%	343
2025 Q1	–	Sell	-3,730	Closed	-$303K	–	349
2024 Q4	$303K	Buy	3,730 +630	+20%	+$47.8K	0.02%	276
2024 Q3	$253K	Buy	3,100 +940	+44%	+$81.7K	0.02%	304
2024 Q2	$230K	Buy	+2,160	New	+$207K	0.02%	341

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

Confluence Wealth Services's LRCX Position: Q2 2026 in Review

Confluence Wealth Services increased its Lam Research (LRCX) stake by 92% in Q2 2026, buying an estimated $542K and bringing the position to 3,729 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #179.

Confluence Wealth Services first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Confluence Wealth Services held 3,729 shares of Lam Research worth $1.62M as of Q2 2026.
Confluence Wealth Services bought 1,786 Lam Research shares in Q2 2026, an estimated $542K.
Lam Research made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #179 holding.
Confluence Wealth Services first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.