HMV Wealth Advisors’s Lam Research LRCX Stock Holding History

HMV Wealth 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	$2.77M	Buy	6,392 +53	+0.8%	+$16.1K	1.08%	22
2026 Q1	$1.35M	Buy	6,339 +16	+0.3%	+$3.58K	0.64%	26
2025 Q4	$1.08M	Hold	6,323	–	–	0.54%	29
2025 Q3	$847K	Sell	6,323 -71	-1%	-$7.52K	0.47%	33
2025 Q2	$622K	Sell	6,394 -4,888	-43%	-$388K	0.41%	44
2025 Q1	$820K	Hold	11,282	–	–	0.65%	38
2024 Q4	$815K	Buy	+11,282	New	+$856K	0.82%	36

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

HMV Wealth Advisors's LRCX Position: Q2 2026 in Review

HMV Wealth Advisors increased its Lam Research (LRCX) stake by 0.84% in Q2 2026, buying an estimated $16.1K and bringing the position to 6,392 shares worth $2.77M. The position accounts for 1.08% of the portfolio, ranked #22.

HMV Wealth Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

HMV Wealth Advisors held 6,392 shares of Lam Research worth $2.77M as of Q2 2026.
HMV Wealth Advisors bought 53 Lam Research shares in Q2 2026, an estimated $16.1K.
Lam Research made up 1.08% of HMV Wealth Advisors's portfolio in Q2 2026, its #22 holding.
HMV Wealth Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.