FourThought Financial Partners’s Lam Research LRCX Stock Holding History

FourThought Financial Partners’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	$12.5M	Sell	28,829 -514	-2%	-$156K	0.96%	31
2026 Q1	$6.27M	Sell	29,343 -1,029	-3%	-$230K	0.54%	52
2025 Q4	$5.2M	Sell	30,372 -2,077	-6%	-$323K	0.44%	64
2025 Q3	$4.34M	Sell	32,449 -1,189	-4%	-$126K	0.38%	69
2025 Q2	$3.27M	Sell	33,638 -4,467	-12%	-$354K	0.32%	80
2025 Q1	$2.77M	Sell	38,105 -7,582	-17%	-$597K	0.29%	85
2024 Q4	$3.3M	Buy	+45,687	New	+$3.47M	0.34%	73
2024 Q2	–	Sell	-194,630	Closed	-$18.9M	–	261
2024 Q1	$18.9M	Sell	194,630 -5,680	-3%	-$500K	2.17%	5
2023 Q4	$15.7M	Sell	200,310 -1,280	-0.6%	-$87.2K	1.97%	5
2023 Q3	$12.6M	Sell	201,590 -2,470	-1%	-$162K	1.77%	10
2023 Q2	$13.1M	Sell	204,060 -5,730	-3%	-$323K	1.72%	11
2023 Q1	$11.1M	Buy	209,790 +9,860	+5%	+$484K	1.53%	14
2022 Q4	$8.4M	Buy	+199,930	New	+$8.36M	1.22%	23

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FourThought Financial Partners's LRCX Position: Q2 2026 in Review

FourThought Financial Partners reduced its Lam Research (LRCX) stake by 1.8% in Q2 2026, selling an estimated $156K and leaving 28,829 shares worth $12.5M. The position accounts for 0.96% of the portfolio, ranked #31.

FourThought Financial Partners first reported a position in LRCX in Q4 2022 and has held it in 13 quarters since. The position peaked at $18.9M in Q1 2024. 3,131 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

FourThought Financial Partners held 28,829 shares of Lam Research worth $12.5M as of Q2 2026.
FourThought Financial Partners sold 514 Lam Research shares in Q2 2026, an estimated $156K.
Lam Research made up 0.96% of FourThought Financial Partners's portfolio in Q2 2026, its #31 holding.
FourThought Financial Partners first reported a position in Lam Research in Q4 2022 and has held it in 13 quarters since.
FourThought Financial Partners's Lam Research position peaked at $18.9M in Q1 2024.
3,131 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.