HBW Advisory Services’s Lam Research LRCX Stock Holding History

HBW Advisory Services’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	$491K	Sell	1,132 -1,544	-58%	-$469K	0.04%	307
2026 Q1	$572K	Buy	2,676 +267	+11%	+$59.7K	0.06%	275
2025 Q4	$412K	Buy	2,409 +763	+46%	+$119K	0.04%	299
2025 Q3	$220K	Buy	+1,646	New	+$174K	0.02%	384

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

HBW Advisory Services's LRCX Position: Q2 2026 in Review

HBW Advisory Services reduced its Lam Research (LRCX) stake by 58% in Q2 2026, selling an estimated $469K and leaving 1,132 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #307.

HBW Advisory Services first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $572K in Q1 2026. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

HBW Advisory Services held 1,132 shares of Lam Research worth $491K as of Q2 2026.
HBW Advisory Services sold 1,544 Lam Research shares in Q2 2026, an estimated $469K.
Lam Research made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #307 holding.
HBW Advisory Services first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
HBW Advisory Services's Lam Research position peaked at $572K in Q1 2026.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.