GoalVest Advisory’s Lam Research LRCX Stock Holding History

GoalVest 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	$16.9K	Sell	39 -9,892	-100%	-$3M	﹤0.01%	318
2026 Q1	$2.12M	Buy	9,931 +31	+0.3%	+$6.93K	0.41%	37
2025 Q4	$1.69M	Hold	9,900	–	–	0.32%	43
2025 Q3	$1.33M	Hold	9,900	–	–	0.28%	67
2025 Q2	$964K	Sell	9,900 -170	-2%	-$13.5K	0.24%	70
2025 Q1	$732K	Sell	10,070 -780	-7%	-$61.4K	0.2%	76
2024 Q4	$784K	Hold	10,850	–	–	0.21%	76
2024 Q3	$885K	Hold	10,850	–	–	0.25%	66
2024 Q2	$1.16M	Hold	10,850	–	–	0.37%	48
2024 Q1	$1.05M	Buy	+10,850	New	+$954K	0.35%	55
2023 Q2	–	Sell	-1,450	Closed	-$81.7K	–	390
2023 Q1	$76.6K	Buy	+1,450	New	+$71.2K	0.04%	99
2021 Q2	$65K	Hold	1,000	–	–	0.04%	142
2021 Q1	$60K	Hold	1,000	–	–	0.04%	120
2020 Q4	$47K	Buy	+1,000	New	+$42.1K	0.04%	121

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

GoalVest Advisory's LRCX Position: Q2 2026 in Review

GoalVest Advisory reduced its Lam Research (LRCX) stake by 100% in Q2 2026, selling an estimated $3M and leaving 39 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

GoalVest Advisory first reported a position in LRCX in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.12M in Q1 2026. 974 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

GoalVest Advisory held 39 shares of Lam Research worth $16.9K as of Q2 2026.
GoalVest Advisory sold 9,892 Lam Research shares in Q2 2026, an estimated $3M.
Lam Research made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #318 holding.
GoalVest Advisory first reported a position in Lam Research in Q4 2020 and has held it in 14 quarters since.
GoalVest Advisory's Lam Research position peaked at $2.12M in Q1 2026.
974 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.