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Intergy Private Wealth’s Lam Research LRCX Stock Holding History

Intergy Private Wealth’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 		$390K Buy
+900
New +$273K 0.09% 85

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Intergy Private Wealth's LRCX Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in Lam Research (LRCX) in Q2 2026: 900 shares worth $390K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

696 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Intergy Private Wealth held 900 shares of Lam Research worth $390K as of Q2 2026.
  • Lam Research was a new Intergy Private Wealth position in Q2 2026.
  • Lam Research made up 0.09% of Intergy Private Wealth's portfolio in Q2 2026, its #85 holding.
  • 696 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.