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Fortem Financial Group’s Lam Research LRCX Stock Holding History

Fortem 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 		$13.5M Buy
31,159
+1,204
+4% +$365K 2.75% 6
2026
Q1 		$6.4M Sell
29,955
-1,745
-6% -$390K 1.61% 20
2025
Q4 		$5.43M Buy
31,700
+2,050
+7% +$319K 1.45% 20
2025
Q3 		$3.97M Buy
29,650
+3,725
+14% +$394K 1.14% 22
2025
Q2 		$2.52M Buy
25,925
+16,301
+169% +$1.29M 0.81% 36
2025
Q1 		$700K Buy
9,624
+5,714
+146% +$450K 0.27% 99
2024
Q4 		$282K Buy
3,910
+110
+3% +$8.34K 0.11% 152
2024
Q3 		$310K Sell
3,800
-180
-5% -$15.7K 0.13% 146
2024
Q2 		$424K Sell
3,980
-40
-1% -$3.84K 0.18% 118
2024
Q1 		$391K Sell
4,020
-10
-0.2% -$880 0.17% 129
2023
Q4 		$316K Sell
4,030
-10
-0.2% -$682 0.16% 136
2023
Q3 		$253K Sell
4,040
-80
-2% -$5.26K 0.15% 141
2023
Q2 		$265K Sell
4,120
-1,760
-30% -$99.2K 0.16% 134
2023
Q1 		$312K Sell
5,880
-13,770
-70% -$676K 0.2% 117
2022
Q4 		$826K Sell
19,650
-7,010
-26% -$293K 0.48% 70
2022
Q3 		$976K Buy
+26,660
New +$1.19M 0.68% 50
2022
Q2 		– Sell
-4,760
Closed -$256K – 189
2022
Q1 		$256K Sell
4,760
-3,120
-40% -$182K 0.11% 144
2021
Q4 		$567K Sell
7,880
-50
-0.6% -$3.13K 0.26% 111
2021
Q3 		$451K Sell
7,930
-80
-1% -$4.87K 0.23% 114
2021
Q2 		$521K Sell
8,010
-53,340
-87% -$3.37M 0.26% 111
2021
Q1 		$3.65M Sell
61,350
-6,850
-10% -$373K 2.11% 6
2020
Q4 		$3.22M Buy
+68,200
New +$2.87M 1.93% 5

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fortem Financial Group increased its Lam Research (LRCX) stake by 4% in Q2 2026, buying an estimated $365K and bringing the position to 31,159 shares worth $13.5M. The position accounts for 2.75% of the portfolio, ranked #6.

Fortem Financial Group first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Fortem Financial Group held 31,159 shares of Lam Research worth $13.5M as of Q2 2026.
  • Fortem Financial Group bought 1,204 Lam Research shares in Q2 2026, an estimated $365K.
  • Lam Research made up 2.75% of Fortem Financial Group's portfolio in Q2 2026, its #6 holding.
  • Fortem Financial Group first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.