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Independent Financial Group’s Lam Research LRCX Stock Holding History

Independent Financial 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 		$14.5M Buy
33,461
+11,573
+53% +$3.51M 0.27% 63
2026
Q1 		$4.68M Buy
21,888
+2,387
+12% +$534K 0.1% 190
2025
Q4 		$3.34M Buy
19,501
+5,536
+40% +$861K 0.07% 255
2025
Q3 		$1.87M Buy
13,965
+21
+0.2% +$2.22K 0.04% 404
2025
Q2 		$1.36M Buy
13,944
+325
+2% +$25.8K 0.04% 449
2025
Q1 		$990K Sell
13,619
-3,623
-21% -$285K 0.03% 482
2024
Q4 		$1.25M Sell
17,242
-1,928
-10% -$146K 0.04% 414
2024
Q3 		$1.56M Buy
19,170
+7,300
+61% +$635K 0.06% 328
2024
Q2 		$1.26M Sell
11,870
-2,600
-18% -$249K 0.05% 340
2024
Q1 		$1.41M Buy
14,470
+1,820
+14% +$160K 0.06% 299
2023
Q4 		$991K Buy
12,650
+1,200
+10% +$81.8K 0.05% 362
2023
Q3 		$717K Sell
11,450
-14,480
-56% -$951K 0.05% 403
2023
Q2 		$1.67M Buy
25,930
+4,660
+22% +$263K 0.12% 198
2023
Q1 		$1.13M Sell
21,270
-1,600
-7% -$78.5K 0.09% 253
2022
Q4 		$961K Buy
22,870
+190
+0.8% +$7.95K 0.08% 247
2022
Q3 		$830K Buy
22,680
+17,890
+373% +$796K 0.08% 264
2022
Q2 		$204K Sell
4,790
-5,070
-51% -$241K 0.02% 637
2022
Q1 		$530K Sell
9,860
-2,380
-19% -$139K 0.04% 416
2021
Q4 		$880K Buy
12,240
+100
+0.8% +$6.27K 0.07% 281
2021
Q3 		$691K Buy
12,140
+1,790
+17% +$109K 0.07% 292
2021
Q2 		$673K Buy
+10,350
New +$653K 0.07% 293

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

Independent Financial Group's LRCX Position: Q2 2026 in Review

Independent Financial Group increased its Lam Research (LRCX) stake by 53% in Q2 2026, buying an estimated $3.51M and bringing the position to 33,461 shares worth $14.5M. The position accounts for 0.27% of the portfolio, ranked #63.

Independent Financial Group first reported a position in LRCX in Q2 2021 and has held it in 21 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Independent Financial Group held 33,461 shares of Lam Research worth $14.5M as of Q2 2026.
  • Independent Financial Group bought 11,573 Lam Research shares in Q2 2026, an estimated $3.51M.
  • Lam Research made up 0.27% of Independent Financial Group's portfolio in Q2 2026, its #63 holding.
  • Independent Financial Group first reported a position in Lam Research in Q2 2021 and has held it in 21 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.