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Ellsworth Advisors’s Lam Research LRCX Stock Holding History

Ellsworth 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 		$6.09M Sell
18,156
-3,340
-16% -$1.01M 1% 41
2026
Q1 		$4.59M Sell
21,496
-1,463
-6% -$327K 0.86% 45
2025
Q4 		$4.99M Sell
22,959
-1,128
-5% -$175K 0.99% 41
2025
Q3 		$3.49M Sell
24,087
-453
-2% -$48K 0.74% 48
2025
Q2 		$2.39M Buy
24,540
+2,460
+11% +$195K 0.58% 59
2025
Q1 		$1.61M Buy
22,080
+1,834
+9% +$144K 0.42% 76
2024
Q4 		$1.46M Buy
+20,246
New +$1.54M 0.38% 75

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

Ellsworth Advisors's LRCX Position: Q2 2026 in Review

Ellsworth Advisors reduced its Lam Research (LRCX) stake by 16% in Q2 2026, selling an estimated $1.01M and leaving 18,156 shares worth $6.09M. The position accounts for 1% of the portfolio, ranked #41.

Ellsworth Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 973 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ellsworth Advisors held 18,156 shares of Lam Research worth $6.09M as of Q2 2026.
  • Ellsworth Advisors sold 3,340 Lam Research shares in Q2 2026, an estimated $1.01M.
  • Lam Research made up 1% of Ellsworth Advisors's portfolio in Q2 2026, its #41 holding.
  • Ellsworth Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 973 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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