Guerra Pan Advisors’s Lam Research LRCX Stock Holding History

Guerra Pan 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	$1.96M	Hold	4,520	–	–	1.09%	24
2026 Q1	$966K	Hold	4,520	–	–	0.6%	39
2025 Q4	$774K	Hold	4,520	–	–	0.46%	48
2025 Q3	$605K	Hold	4,520	–	–	0.37%	58
2025 Q2	$440K	Sell	4,520 -280	-6%	-$22.2K	0.29%	69
2025 Q1	$349K	Hold	4,800	–	–	0.27%	78
2024 Q4	$347K	Hold	4,800	–	–	0.25%	78
2024 Q3	$392K	Hold	4,800	–	–	0.31%	73
2024 Q2	$511K	Buy	4,800 +30	+0.6%	+$2.88K	0.43%	55
2024 Q1	$463K	Sell	4,770 -220	-4%	-$19.4K	0.43%	63
2023 Q4	$391K	Hold	4,990	–	–	0.37%	68
2023 Q3	$313K	Hold	4,990	–	–	0.36%	67
2023 Q2	$321K	Sell	4,990 -200	-4%	-$11.3K	0.36%	69
2023 Q1	$275K	Hold	5,190	–	–	0.35%	74
2022 Q4	$218K	Buy	+5,190	New	+$217K	0.3%	84
2022 Q3	–	Sell	-5,190	Closed	-$260K	–	96
2022 Q2	$260K	Hold	5,190	–	–	0.32%	75
2022 Q1	$237K	Hold	5,190	–	–	0.29%	86
2021 Q4	$373K	Buy	+5,190	New	+$325K	0.37%	67

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guerra Pan Advisors's LRCX Position: Q2 2026 in Review

Guerra Pan Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 4,520 shares worth $1.96M. The position accounts for 1.09% of the portfolio, ranked #24.

Guerra Pan Advisors first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 3,132 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Guerra Pan Advisors held 4,520 shares of Lam Research worth $1.96M as of Q2 2026.
Guerra Pan Advisors left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 1.09% of Guerra Pan Advisors's portfolio in Q2 2026, its #24 holding.
Guerra Pan Advisors first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
3,132 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.