Fortitude Family Office’s Lam Research LRCX Stock Holding History

Fortitude Family Office’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	$525K	Buy	1,212 +192	+19%	+$58.3K	0.1%	89
2026 Q1	$218K	Buy	1,020 +81	+9%	+$18.1K	0.05%	115
2025 Q4	$161K	Buy	939 +360	+62%	+$56K	0.04%	156
2025 Q3	$77.5K	Sell	579 -2	-0.3%	-$212	0.02%	199
2025 Q2	$56.6K	Sell	581 -17	-3%	-$1.35K	0.02%	229
2025 Q1	$43.5K	Hold	598	–	–	0.02%	248
2024 Q4	$43.2K	Sell	598 -2	-0.3%	-$152	0.02%	282
2024 Q3	$49K	Sell	600 -30	-5%	-$2.61K	0.02%	246
2024 Q2	$67.1K	Buy	630 +90	+17%	+$8.63K	0.04%	143
2024 Q1	$52.5K	Sell	540 -60	-10%	-$5.28K	0.04%	147
2023 Q4	$47K	Buy	+600	New	+$40.9K	0.04%	174

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

Fortitude Family Office's LRCX Position: Q2 2026 in Review

Fortitude Family Office increased its Lam Research (LRCX) stake by 19% in Q2 2026, buying an estimated $58.3K and bringing the position to 1,212 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #89.

Fortitude Family Office first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fortitude Family Office held 1,212 shares of Lam Research worth $525K as of Q2 2026.
Fortitude Family Office bought 192 Lam Research shares in Q2 2026, an estimated $58.3K.
Lam Research made up 0.1% of Fortitude Family Office's portfolio in Q2 2026, its #89 holding.
Fortitude Family Office first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.