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Great Valley Advisor Group’s Lam Research LRCX Stock Holding History

Great Valley Advisor 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 		$9.99M Buy
23,053
+11,800
+105% +$3.58M 0.16% 137
2026
Q1 		$2.4M Sell
11,253
-1,007
-8% -$225K 0.04% 339
2025
Q4 		$2.1M Buy
12,260
+88
+0.7% +$13.7K 0.04% 329
2025
Q3 		$1.63M Sell
12,172
-2,536
-17% -$269K 0.03% 380
2025
Q2 		$1.43M Sell
14,708
-172
-1% -$13.6K 0.03% 382
2025
Q1 		$1.08M Sell
14,880
-3,549
-19% -$279K 0.02% 439
2024
Q4 		$1.33M Sell
18,429
-2,111
-10% -$160K 0.03% 386
2024
Q3 		$1.68M Buy
20,540
+360
+2% +$31.3K 0.04% 334
2024
Q2 		$2.15M Buy
20,180
+760
+4% +$72.9K 0.06% 275
2024
Q1 		$1.89M Buy
19,420
+700
+4% +$61.6K 0.06% 287
2023
Q4 		$1.47M Sell
18,720
-2,280
-11% -$155K 0.05% 286
2023
Q3 		$1.32M Buy
21,000
+3,150
+18% +$207K 0.05% 276
2023
Q2 		$1.15M Buy
17,850
+300
+2% +$16.9K 0.05% 296
2023
Q1 		$930K Sell
17,550
-34,790
-66% -$1.71M 0.04% 317
2022
Q4 		$2.2M Sell
52,340
-42,860
-45% -$1.79M 0.11% 198
2022
Q3 		$3.48M Buy
95,200
+11,360
+14% +$506K 0.2% 133
2022
Q2 		$3.57M Buy
83,840
+25,640
+44% +$1.22M 0.2% 132
2022
Q1 		$3.14M Buy
58,200
+6,020
+12% +$350K 0.18% 140
2021
Q4 		$3.75M Sell
52,180
-2,930
-5% -$184K 0.23% 111
2021
Q3 		$3.14M Buy
55,110
+36,980
+204% +$2.25M 0.22% 119
2021
Q2 		$1.18M Buy
18,130
+1,480
+9% +$93.4K 0.09% 219
2021
Q1 		$991K Sell
16,650
-3,080
-16% -$168K 0.1% 201
2020
Q4 		$932K Sell
19,730
-1,670
-8% -$70.3K 0.1% 190
2020
Q3 		$710K Sell
21,400
-3,920
-15% -$135K 0.09% 198
2020
Q2 		$819K Sell
25,320
-12,810
-34% -$349K 0.13% 173
2020
Q1 		$915K Buy
38,130
+12,040
+46% +$347K 0.24% 122
2019
Q4 		$763K Buy
+26,090
New +$693K 0.17% 164

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

Great Valley Advisor Group's LRCX Position: Q2 2026 in Review

Great Valley Advisor Group increased its Lam Research (LRCX) stake by 105% in Q2 2026, buying an estimated $3.58M and bringing the position to 23,053 shares worth $9.99M. The position accounts for 0.16% of the portfolio, ranked #137.

Great Valley Advisor Group first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Great Valley Advisor Group held 23,053 shares of Lam Research worth $9.99M as of Q2 2026.
  • Great Valley Advisor Group bought 11,800 Lam Research shares in Q2 2026, an estimated $3.58M.
  • Lam Research made up 0.16% of Great Valley Advisor Group's portfolio in Q2 2026, its #137 holding.
  • Great Valley Advisor Group first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.