Fiduciary Alliance’s Lam Research LRCX Stock Holding History

Fiduciary Alliance’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	$2.39M	Buy	5,517 +1,503	+37%	+$456K	0.16%	156
2026 Q1	$1.06M	Buy	4,014 +239	+6%	+$53.4K	0.06%	255
2025 Q4	$646K	Buy	3,775 +137	+4%	+$21.3K	0.04%	301
2025 Q3	$487K	Buy	3,638 +390	+12%	+$41.3K	0.03%	348
2025 Q2	$316K	Buy	+3,248	New	+$258K	0.02%	387
2023 Q3	–	Sell	-120	Closed	-$7.71K	–	616
2023 Q2	$7.71K	Buy	+120	New	+$6.76K	﹤0.01%	615
2023 Q1	–	Sell	-20	Closed	-$841	–	549
2022 Q4	$841	Buy	+20	New	+$837	﹤0.01%	800

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

Fiduciary Alliance's LRCX Position: Q2 2026 in Review

Fiduciary Alliance increased its Lam Research (LRCX) stake by 37% in Q2 2026, buying an estimated $456K and bringing the position to 5,517 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #156.

Fiduciary Alliance first reported a position in LRCX in Q4 2022 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fiduciary Alliance held 5,517 shares of Lam Research worth $2.39M as of Q2 2026.
Fiduciary Alliance bought 1,503 Lam Research shares in Q2 2026, an estimated $456K.
Lam Research made up 0.16% of Fiduciary Alliance's portfolio in Q2 2026, its #156 holding.
Fiduciary Alliance first reported a position in Lam Research in Q4 2022 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.