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Goodman Advisory Group’s Lam Research LRCX Stock Holding History

Goodman Advisory Group’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 		$3.46M Hold
7,978
– – 0.79% 36
2026
Q1 		$1.7M Sell
7,978
-60
-0.7% -$13.4K 0.44% 45
2025
Q4 		$1.38M Hold
8,038
– – 0.34% 42
2025
Q3 		$1.08M Buy
+8,038
New +$851K 0.27% 45
2025
Q2 		– Sell
-11,731
Closed -$853K – 179
2025
Q1 		$853K Sell
11,731
-1,490
-11% -$117K 0.26% 59
2024
Q4 		$955K Sell
13,221
-2,449
-16% -$186K 0.28% 50
2024
Q3 		$1.28M Buy
15,670
+140
+0.9% +$12.2K 0.37% 52
2024
Q2 		$1.65M Sell
15,530
-470
-3% -$45.1K 0.49% 41
2024
Q1 		$1.55M Sell
16,000
-960
-6% -$84.5K 0.49% 46
2023
Q4 		$1.33M Sell
16,960
-11,380
-40% -$776K 0.45% 42
2023
Q3 		$1.78M Sell
28,340
-5,060
-15% -$332K 0.66% 38
2023
Q2 		$2.15M Sell
33,400
-9,550
-22% -$538K 0.8% 32
2023
Q1 		$2.28M Buy
42,950
+16,530
+63% +$811K 1.24% 24
2022
Q4 		$1.11M Sell
26,420
-2,350
-8% -$98.3K 0.65% 31
2022
Q3 		$1.05M Sell
28,770
-34,980
-55% -$1.56M 0.57% 23
2022
Q2 		$2.72M Sell
63,750
-29,510
-32% -$1.4M 1.21% 17
2022
Q1 		$5.01M Sell
93,260
-2,640
-3% -$154K 1.73% 19
2021
Q4 		$6.9M Buy
+95,900
New +$6.01M 2.33% 14

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goodman Advisory Group's LRCX Position: Q2 2026 in Review

Goodman Advisory Group held its Lam Research (LRCX) position steady in Q2 2026 at 7,978 shares worth $3.46M. The position accounts for 0.79% of the portfolio, ranked #36.

Goodman Advisory Group first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.9M in Q4 2021. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Goodman Advisory Group held 7,978 shares of Lam Research worth $3.46M as of Q2 2026.
  • Goodman Advisory Group left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.79% of Goodman Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Goodman Advisory Group first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • Goodman Advisory Group's Lam Research position peaked at $6.9M in Q4 2021.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.