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Fortis Group Advisors’s Lam Research LRCX Stock Holding History

Fortis Group Advisors’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 		$1.99M Buy
4,581
+4
+0.1% +$1.21K 0.32% 81
2026
Q1 		$1.17M Sell
4,577
-10,837
-70% -$2.42M 0.19% 129
2025
Q4 		$3.59M Sell
15,414
-157
-1% -$24.4K 0.6% 41
2025
Q3 		$2.45M Sell
15,571
-260
-2% -$27.5K 0.42% 64
2025
Q2 		$1.5M Buy
15,831
+15,681
+10,454% +$1.24M 0.27% 90
2025
Q1 		$10.9K Hold
150
– – ﹤0.01% 295
2024
Q4 		$10.8K Hold
150
– – ﹤0.01% 302
2024
Q3 		$12.2K Hold
150
– – ﹤0.01% 286
2024
Q2 		$16K Hold
150
– – ﹤0.01% 255
2024
Q1 		$14.6K Sell
150
-150
-50% -$13.2K ﹤0.01% 282
2023
Q4 		$23.5K Buy
300
+150
+100% +$10.2K 0.01% 224
2023
Q3 		$9.4K Buy
+150
New +$9.86K ﹤0.01% 234
2020
Q3 		$4K Buy
+150
New +$5.17K ﹤0.01% 356

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

Fortis Group Advisors's LRCX Position: Q2 2026 in Review

Fortis Group Advisors increased its Lam Research (LRCX) stake by 0.09% in Q2 2026, buying an estimated $1.21K and bringing the position to 4,581 shares worth $1.99M. The position accounts for 0.32% of the portfolio, ranked #81.

Fortis Group Advisors first reported a position in LRCX in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.59M in Q4 2025. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Fortis Group Advisors held 4,581 shares of Lam Research worth $1.99M as of Q2 2026.
  • Fortis Group Advisors bought 4 Lam Research shares in Q2 2026, an estimated $1.21K.
  • Lam Research made up 0.32% of Fortis Group Advisors's portfolio in Q2 2026, its #81 holding.
  • Fortis Group Advisors first reported a position in Lam Research in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Lam Research position peaked at $3.59M in Q4 2025.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.