EP Wealth Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.5M | Buy |
54,320
+737
| +1% | +$224K | 0.09% | 158 |
|
|
2026
Q1 | $11.4M | Buy |
53,583
+6,861
| +15% | +$1.53M | 0.06% | 202 |
|
|
2025
Q4 | $8M | Buy |
+46,722
| New | +$7.27M | 0.04% | 222 |
|
|
2025
Q2 | $4.55M | Buy |
46,721
+3,922
| +9% | +$311K | 0.03% | 280 |
|
|
2025
Q1 | $3.11M | Sell |
42,799
-3,895
| -8% | -$307K | 0.02% | 290 |
|
|
2024
Q4 | $3.37M | Buy |
+46,694
| New | +$3.54M | 0.03% | 268 |
|
|
2024
Q3 | – | Sell |
-38,570
| Closed | -$4.11M | – | 1198 |
|
|
2024
Q2 | $4.11M | Sell |
38,570
-2,760
| -7% | -$265K | 0.04% | 199 |
|
|
2024
Q1 | $4.02M | Buy |
41,330
+9,240
| +29% | +$813K | 0.05% | 191 |
|
|
2023
Q4 | $2.51M | Sell |
32,090
-890
| -3% | -$60.7K | 0.03% | 229 |
|
|
2023
Q3 | $2.07M | Sell |
32,980
-2,075,390
| -98% | -$136M | 0.03% | 234 |
|
|
2023
Q2 | $2.05M | Buy |
2,108,370
+2,088,200
| +10,353% | +$118M | 0.03% | 236 |
|
|
2023
Q1 | $221K | Buy |
20,170
+6,140
| +44% | +$301K | ﹤0.01% | 557 |
|
|
2022
Q4 | $590K | Buy |
+14,030
| New | +$587K | 0.01% | 352 |
|
|
2022
Q3 | – | Sell |
-15,470
| Closed | -$659K | – | 503 |
|
|
2022
Q2 | $659K | Buy |
15,470
+2,030
| +15% | +$96.6K | 0.01% | 323 |
|
|
2022
Q1 | $722K | Sell |
13,440
-370
| -3% | -$21.5K | 0.02% | 308 |
|
|
2021
Q4 | $993K | Buy |
13,810
+1,070
| +8% | +$67.1K | 0.02% | 258 |
|
|
2021
Q3 | $725K | Sell |
12,740
-210
| -2% | -$12.8K | 0.02% | 274 |
|
|
2021
Q2 | $842K | Sell |
12,950
-980
| -7% | -$61.9K | 0.02% | 265 |
|
|
2021
Q1 | $829K | Buy |
13,930
+1,130
| +9% | +$61.6K | 0.03% | 252 |
|
|
2020
Q4 | $605K | Buy |
12,800
+4,280
| +50% | +$180K | 0.02% | 239 |
|
|
2020
Q3 | $283K | Sell |
8,520
-80
| -0.9% | -$2.76K | 0.01% | 297 |
|
|
2020
Q2 | $278K | Sell |
8,600
-20
| -0.2% | -$545 | 0.01% | 316 |
|
|
2020
Q1 | $207K | Sell |
8,620
-1,270
| -13% | -$36.6K | 0.01% | 346 |
|
|
2019
Q4 | $289K | Sell |
9,890
-970
| -9% | -$25.8K | 0.01% | 334 |
|
|
2019
Q3 | $251K | Sell |
10,860
-200
| -2% | -$4.2K | 0.01% | 307 |
|
|
2019
Q2 | $208K | Sell |
11,060
-330
| -3% | -$6.26K | 0.01% | 293 |
|
|
2019
Q1 | $204K | Buy |
+11,390
| New | +$190K | 0.02% | 233 |
|
Other funds holding LRCX
EP Wealth Advisors's LRCX Position: Q2 2026 in Review
EP Wealth Advisors increased its Lam Research (LRCX) stake by 1.4% in Q2 2026, buying an estimated $224K and bringing the position to 54,320 shares worth $23.5M. The position accounts for 0.09% of the portfolio, ranked #158.
EP Wealth Advisors first reported a position in LRCX in Q1 2019 and has held it in 27 quarters since. 3,158 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- EP Wealth Advisors held 54,320 shares of Lam Research worth $23.5M as of Q2 2026.
- EP Wealth Advisors bought 737 Lam Research shares in Q2 2026, an estimated $224K.
- Lam Research made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #158 holding.
- EP Wealth Advisors first reported a position in Lam Research in Q1 2019 and has held it in 27 quarters since.
- 3,158 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.