Global Assets Advisory’s Lam Research LRCX Stock Holding History

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
-310
Closed -$30.4K – 322
2024
Q1
$30.4K Buy
+310
New +$27.3K 0.02% 358

Other funds holding LRCX

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. 3,146 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.
  • 3,146 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.