Gradient Capital Advisors’s Lam Research LRCX Stock Holding History

Gradient Capital 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	$6.77M	Sell	15,624 -4,983	-24%	-$1.51M	1.57%	19
2026 Q1	$4.4M	Sell	20,607 -750	-4%	-$168K	1.14%	29
2025 Q4	$3.66M	Sell	21,357 -578	-3%	-$89.9K	0.94%	37
2025 Q3	$2.94M	Sell	21,935 -485	-2%	-$51.4K	0.79%	40
2025 Q2	$2.18M	Buy	22,420 +846	+4%	+$67.1K	0.64%	40
2025 Q1	$1.57M	Sell	21,574 -1,309	-6%	-$103K	0.51%	48
2024 Q4	$1.65M	Sell	22,883 -27	-0.1%	-$2.05K	0.53%	43
2024 Q3	$1.87M	Sell	22,910 -1,400	-6%	-$122K	0.62%	38
2024 Q2	$2.59M	Sell	24,310 -400	-2%	-$38.4K	0.93%	32
2024 Q1	$2.4M	Sell	24,710 -1,670	-6%	-$147K	0.88%	33
2023 Q4	$2.07M	Buy	26,380 +50	+0.2%	+$3.41K	0.79%	33
2023 Q3	$1.65M	Buy	26,330 +40	+0.2%	+$2.63K	0.69%	35
2023 Q2	$1.69M	Buy	26,290 +230	+0.9%	+$13K	0.68%	32
2023 Q1	$1.38M	Buy	26,060 +790	+3%	+$38.8K	0.59%	40
2022 Q4	$1.06M	Buy	25,270 +70	+0.3%	+$2.93K	0.48%	49
2022 Q3	$922K	Buy	25,200 +1,250	+5%	+$55.6K	0.44%	56
2022 Q2	$1.02M	Sell	23,950 -660	-3%	-$31.4K	0.49%	52
2022 Q1	$1.32M	Sell	24,610 -730	-3%	-$42.5K	0.56%	45
2021 Q4	$1.82M	Buy	25,340 +1,150	+5%	+$72.1K	0.76%	32
2021 Q3	$1.38M	Buy	24,190 +40	+0.2%	+$2.43K	0.63%	37
2021 Q2	$1.57M	Buy	24,150 +140	+0.6%	+$8.84K	0.74%	33
2021 Q1	$1.43M	Buy	24,010 +140	+0.6%	+$7.63K	0.76%	31
2020 Q4	$1.13M	Sell	23,870 -6,220	-21%	-$262K	0.64%	37
2020 Q3	$998K	Buy	30,090 +3,870	+15%	+$133K	0.62%	39
2020 Q2	$848K	Buy	26,220 +1,190	+5%	+$32.5K	0.57%	42
2020 Q1	$601K	Buy	25,030 +3,440	+16%	+$99K	0.49%	48
2019 Q4	$631K	Sell	21,590 -1,750	-7%	-$46.5K	0.44%	51
2019 Q3	$539K	Buy	23,340 +1,250	+6%	+$26.2K	0.4%	57
2019 Q2	$415K	Buy	22,090 +120	+0.5%	+$2.28K	0.32%	60
2019 Q1	$393K	Buy	21,970 +1,510	+7%	+$25.2K	0.31%	60
2018 Q4	$279K	Buy	20,460 +430	+2%	+$6.16K	0.24%	70
2018 Q3	$304K	Sell	20,030 -1,360	-6%	-$23.2K	0.26%	73
2018 Q2	$370K	Buy	+21,390	New	+$412K	0.34%	60

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Gradient Capital Advisors's LRCX Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Lam Research (LRCX) stake by 24% in Q2 2026, selling an estimated $1.51M and leaving 15,624 shares worth $6.77M. The position accounts for 1.57% of the portfolio, ranked #19.

Gradient Capital Advisors first reported a position in LRCX in Q2 2018 and has held it in 33 quarters since. 535 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Gradient Capital Advisors held 15,624 shares of Lam Research worth $6.77M as of Q2 2026.
Gradient Capital Advisors sold 4,983 Lam Research shares in Q2 2026, an estimated $1.51M.
Lam Research made up 1.57% of Gradient Capital Advisors's portfolio in Q2 2026, its #19 holding.
Gradient Capital Advisors first reported a position in Lam Research in Q2 2018 and has held it in 33 quarters since.
535 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.