Four Tree Island Advisory’s Lam Research LRCX Stock Holding History

Four Tree Island Advisory's LRCX Position: Q2 2026 in Review

Four Tree Island Advisory reduced its Lam Research (LRCX) stake by 0.22% in Q2 2026, selling an estimated $152K and leaving 227,800 shares worth $98.7M. The position accounts for 32.55% of the portfolio, ranked #1.

Four Tree Island Advisory first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,131 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

• Four Tree Island Advisory held 227,800 shares of Lam Research worth $98.7M as of Q2 2026.
• Four Tree Island Advisory sold 500 Lam Research shares in Q2 2026, an estimated $152K.
• Lam Research made up 32.55% of Four Tree Island Advisory's portfolio in Q2 2026, its #1 holding.
• Four Tree Island Advisory first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
• 3,131 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Four Tree Island Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.