Continuum Wealth Advisors’s Lam Research LRCX Stock Holding History

Continuum 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	$1.15M	Buy	2,645 +4	+0.2%	+$1.21K	0.39%	26
2026 Q1	$564K	Buy	2,641 +1	+0%	+$224	0.23%	38
2025 Q4	$452K	Hold	2,640	–	–	0.17%	49
2025 Q3	$353K	Sell	2,640 -2,060	-44%	-$218K	0.15%	50
2025 Q2	$457K	Hold	4,700	–	–	0.22%	34
2025 Q1	$342K	Hold	4,700	–	–	0.18%	41
2024 Q4	$339K	Hold	4,700	–	–	0.17%	45
2024 Q3	$384K	Sell	4,700 -820	-15%	-$71.3K	0.21%	42
2024 Q2	$588K	Buy	5,520 +780	+16%	+$74.8K	0.31%	26
2024 Q1	$461K	Sell	4,740 -2,270	-32%	-$200K	0.26%	33
2023 Q4	$549K	Sell	7,010 -4,000	-36%	-$273K	0.36%	22
2023 Q3	$690K	Sell	11,010 -1,000	-8%	-$65.7K	0.49%	23
2023 Q2	$772K	Buy	+12,010	New	+$677K	0.55%	22

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 $3.37T AUM 44.26% 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

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

Continuum Wealth Advisors increased its Lam Research (LRCX) stake by 0.15% in Q2 2026, buying an estimated $1.21K and bringing the position to 2,645 shares worth $1.15M. The position accounts for 0.39% of the portfolio, ranked #26.

Continuum Wealth Advisors first reported a position in LRCX in Q2 2023 and has held it in 13 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Continuum Wealth Advisors held 2,645 shares of Lam Research worth $1.15M as of Q2 2026.
Continuum Wealth Advisors bought 4 Lam Research shares in Q2 2026, an estimated $1.21K.
Lam Research made up 0.39% of Continuum Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Continuum Wealth Advisors first reported a position in Lam Research in Q2 2023 and has held it in 13 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.