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Insight Advisors’s Lam Research LRCX Stock Holding History

Insight 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 		$620K Sell
1,430
-130
-8% -$39.5K 0.11% 121
2026
Q1 		$333K Sell
1,560
-151
-9% -$33.8K 0.06% 173
2025
Q4 		$293K Sell
1,711
-9
-0.5% -$1.4K 0.04% 219
2025
Q3 		$230K Sell
1,720
-1,249
-42% -$132K 0.04% 257
2025
Q2 		$289K Sell
2,969
-996
-25% -$79K 0.05% 225
2025
Q1 		$288K Buy
3,965
+2
+0.1% +$157 0.05% 224
2024
Q4 		$286K Sell
3,963
-67
-2% -$5.08K 0.05% 232
2024
Q3 		$329K Sell
4,030
-70
-2% -$6.09K 0.06% 216
2024
Q2 		$437K Sell
4,100
-350
-8% -$33.6K 0.08% 174
2024
Q1 		$432K Sell
4,450
-20
-0.4% -$1.76K 0.08% 178
2023
Q4 		$350K Sell
4,470
-90
-2% -$6.13K 0.07% 192
2023
Q3 		$286K Sell
4,560
-10
-0.2% -$657 0.07% 211
2023
Q2 		$294K Hold
4,570
– – 0.07% 216
2023
Q1 		$242K Buy
+4,570
New +$224K 0.06% 262
2022
Q3 		– Sell
-4,860
Closed -$258K – 299
2022
Q2 		$258K Buy
4,860
+120
+3% +$5.71K 0.09% 252
2022
Q1 		$255K Sell
4,740
-530
-10% -$30.9K 0.08% 270
2021
Q4 		$379K Sell
5,270
-60
-1% -$3.76K 0.11% 217
2021
Q3 		$319K Sell
5,330
-460
-8% -$28K 0.1% 240
2021
Q2 		$372K Buy
+5,790
New +$365K 0.12% 212

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

Insight Advisors's LRCX Position: Q2 2026 in Review

Insight Advisors reduced its Lam Research (LRCX) stake by 8.3% in Q2 2026, selling an estimated $39.5K and leaving 1,430 shares worth $620K. The position accounts for 0.11% of the portfolio, ranked #121.

Insight Advisors first reported a position in LRCX in Q2 2021 and has held it in 19 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Insight Advisors held 1,430 shares of Lam Research worth $620K as of Q2 2026.
  • Insight Advisors sold 130 Lam Research shares in Q2 2026, an estimated $39.5K.
  • Lam Research made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #121 holding.
  • Insight Advisors first reported a position in Lam Research in Q2 2021 and has held it in 19 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.