Fragasso Financial Advisors’s Lam Research LRCX Stock Holding History

Fragasso Financial 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	$1.27M	Buy	2,920 +326	+13%	+$99K	0.07%	126
2026 Q1	$572K	Buy	2,594 +310	+14%	+$69.3K	0.03%	189
2025 Q4	$391K	Buy	2,284 +35	+2%	+$5.44K	0.02%	215
2025 Q3	$328K	Sell	2,249 -937	-29%	-$99.2K	0.02%	226
2025 Q2	$310K	Buy	+3,186	New	+$253K	0.02%	224

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

Fragasso Financial Advisors's LRCX Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Lam Research (LRCX) stake by 13% in Q2 2026, buying an estimated $99K and bringing the position to 2,920 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #126.

Fragasso Financial Advisors first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Fragasso Financial Advisors held 2,920 shares of Lam Research worth $1.27M as of Q2 2026.
Fragasso Financial Advisors bought 326 Lam Research shares in Q2 2026, an estimated $99K.
Lam Research made up 0.07% of Fragasso Financial Advisors's portfolio in Q2 2026, its #126 holding.
Fragasso Financial Advisors first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.