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Everhart Financial Group’s Lam Research LRCX Stock Holding History

Everhart Financial Group’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 		$5M Buy
11,528
+71
+0.6% +$21.6K 0.32% 40
2026
Q1 		$2.45M Buy
11,457
+431
+4% +$96.4K 0.21% 62
2025
Q4 		$1.89M Buy
11,026
+2,036
+23% +$317K 0.17% 76
2025
Q3 		$1.2M Buy
8,990
+2,328
+35% +$246K 0.12% 113
2025
Q2 		$648K Sell
6,662
-2,079
-24% -$165K 0.07% 193
2025
Q1 		$635K Buy
+8,741
New +$688K 0.09% 164
2024
Q4 		– Sell
-6,020
Closed -$491K – 321
2024
Q3 		$491K Sell
6,020
-2,280
-27% -$198K 0.11% 193
2024
Q2 		$884K Buy
8,300
+950
+13% +$91.1K 0.23% 92
2024
Q1 		$714K Buy
7,350
+2,800
+62% +$246K 0.21% 105
2023
Q4 		$356K Buy
4,550
+580
+15% +$39.5K 0.13% 156
2023
Q3 		$249K Buy
3,970
+570
+17% +$37.4K 0.11% 178
2023
Q2 		$219K Buy
+3,400
New +$192K 0.09% 196
2022
Q3 		– Sell
-4,970
Closed -$212K – 212
2022
Q2 		$212K Buy
+4,970
New +$237K 0.13% 172

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Everhart Financial Group's LRCX Position: Q2 2026 in Review

Everhart Financial Group increased its Lam Research (LRCX) stake by 0.62% in Q2 2026, buying an estimated $21.6K and bringing the position to 11,528 shares worth $5M. The position accounts for 0.32% of the portfolio, ranked #40.

Everhart Financial Group first reported a position in LRCX in Q2 2022 and has held it in 13 quarters since. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Everhart Financial Group held 11,528 shares of Lam Research worth $5M as of Q2 2026.
  • Everhart Financial Group bought 71 Lam Research shares in Q2 2026, an estimated $21.6K.
  • Lam Research made up 0.32% of Everhart Financial Group's portfolio in Q2 2026, its #40 holding.
  • Everhart Financial Group first reported a position in Lam Research in Q2 2022 and has held it in 13 quarters since.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.