Fortitude Advisory Group’s Lam Research LRCX Stock Holding History

Fortitude Advisory 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	$1.17M	Sell	2,707 -45	-2%	-$13.7K	0.45%	48
2026 Q1	$588K	Buy	2,752 +1,282	+87%	+$287K	0.26%	81
2025 Q4	$252K	Buy	+1,470	New	+$229K	0.11%	165
2022 Q2	–	Sell	-990	Closed	-$53K	–	808
2022 Q1	$53K	Sell	990 -110	-10%	-$6.4K	0.03%	512
2021 Q4	$79K	Buy	+1,100	New	+$69K	0.04%	414

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Fortitude Advisory Group's LRCX Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Lam Research (LRCX) stake by 1.6% in Q2 2026, selling an estimated $13.7K and leaving 2,707 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #48.

Fortitude Advisory Group first reported a position in LRCX in Q4 2021 and has held it in 5 quarters since. 1,273 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fortitude Advisory Group held 2,707 shares of Lam Research worth $1.17M as of Q2 2026.
Fortitude Advisory Group sold 45 Lam Research shares in Q2 2026, an estimated $13.7K.
Lam Research made up 0.45% of Fortitude Advisory Group's portfolio in Q2 2026, its #48 holding.
Fortitude Advisory Group first reported a position in Lam Research in Q4 2021 and has held it in 5 quarters since.
1,273 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.