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Global Assets Advisory’s Lam Research LRCX Stock Holding History

Global Assets Advisory’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 		$906K Buy
+2,355
New +$715K 0.2% 124
2024
Q2 		– Sell
-304,460
Closed -$31K – 322
2024
Q1 		$31K Buy
+304,460
New +$26.8M ﹤0.01% 545

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Global Assets Advisory's LRCX Position: Q2 2026 in Review

Global Assets Advisory opened a new position in Lam Research (LRCX) in Q2 2026: 2,355 shares worth $906K. The stake represents 0.2% of the portfolio and ranks #124 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in LRCX as recently as Q1 2024.

Global Assets Advisory first reported a position in LRCX in Q1 2024 and has held it in 2 quarters since. 1,149 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Global Assets Advisory held 2,355 shares of Lam Research worth $906K as of Q2 2026.
  • Lam Research was a new Global Assets Advisory position in Q2 2026.
  • Lam Research made up 0.2% of Global Assets Advisory's portfolio in Q2 2026, its #124 holding.
  • Global Assets Advisory first reported a position in Lam Research in Q1 2024 and has held it in 2 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.