Investment Research & Advisory Group’s Lam Research LRCX Stock Holding History

Investment Research & Advisory 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	$321K	Buy	702 +23	+3%	+$6.98K	0.1%	67
2026 Q1	$153K	Buy	679 +1	+0.1%	+$224	0.05%	81
2025 Q4	$121K	Buy	678 +1	+0.1%	+$156	0.04%	87
2025 Q3	$94.2K	Buy	677 +2	+0.3%	+$212	0.03%	96
2025 Q2	$65.7K	Hold	675	–	–	0.02%	102
2025 Q1	$49.1K	Buy	+675	New	+$53.2K	0.02%	109

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Investment Research & Advisory Group's LRCX Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Lam Research (LRCX) stake by 3.4% in Q2 2026, buying an estimated $6.98K and bringing the position to 702 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #67.

Investment Research & Advisory Group first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 1,341 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Investment Research & Advisory Group held 702 shares of Lam Research worth $321K as of Q2 2026.
Investment Research & Advisory Group bought 23 Lam Research shares in Q2 2026, an estimated $6.98K.
Lam Research made up 0.1% of Investment Research & Advisory Group's portfolio in Q2 2026, its #67 holding.
Investment Research & Advisory Group first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
1,341 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.