Fedenia Advisers’s Lam Research LRCX Stock Holding History

Fedenia Advisers’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	$7.02M	Buy	16,210 +14,442	+817%	+$4.38M	1.67%	11
2026 Q1	$378K	Sell	1,768 -15,851	-90%	-$3.54M	0.28%	57
2025 Q4	$3.02M	Buy	17,619 +3,914	+29%	+$609K	1.16%	23
2025 Q3	$1.84M	Buy	+13,705	New	+$1.45M	0.73%	35
2025 Q1	–	Sell	-830	Closed	-$60K	–	289
2024 Q4	$60K	Buy	+830	New	+$63K	0.04%	243

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

Fedenia Advisers's LRCX Position: Q2 2026 in Review

Fedenia Advisers increased its Lam Research (LRCX) stake by 817% in Q2 2026, buying an estimated $4.38M and bringing the position to 16,210 shares worth $7.02M. The position accounts for 1.67% of the portfolio, ranked #11.

Fedenia Advisers first reported a position in LRCX in Q4 2024 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fedenia Advisers held 16,210 shares of Lam Research worth $7.02M as of Q2 2026.
Fedenia Advisers bought 14,442 Lam Research shares in Q2 2026, an estimated $4.38M.
Lam Research made up 1.67% of Fedenia Advisers's portfolio in Q2 2026, its #11 holding.
Fedenia Advisers first reported a position in Lam Research in Q4 2024 and has held it in 5 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.