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J.W. Cole Advisors’s Lam Research LRCX Stock Holding History

J.W. Cole 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 		$9.73M Buy
+22,455
New +$6.82M 0.17% 129
2026
Q1 		– Sell
-23,677
Closed -$2.04M – 1184
2025
Q4 		$2.04M Buy
23,677
+11,098
+88% +$1.73M 0.05% 388
2025
Q3 		$1.68M Buy
12,579
+343
+3% +$36.3K 0.03% 532
2025
Q2 		$1.19M Buy
12,236
+337
+3% +$26.7K 0.03% 606
2025
Q1 		$865K Buy
11,899
+8,782
+282% +$692K 0.03% 586
2024
Q4 		$225K Sell
3,117
-803
-20% -$60.9K 0.01% 866
2024
Q3 		$320K Sell
3,920
-30
-0.8% -$2.61K 0.01% 749
2024
Q2 		$421K Sell
3,950
-60
-1% -$5.75K 0.02% 570
2024
Q1 		$391K Buy
4,010
+900
+29% +$79.2K 0.02% 604
2023
Q4 		$244K Buy
+3,110
New +$212K 0.01% 706
2022
Q2 		– Sell
-7,780
Closed -$418K – 775
2022
Q1 		$418K Sell
7,780
-2,850
-27% -$166K 0.03% 507
2021
Q4 		$764K Buy
10,630
+520
+5% +$32.6K 0.05% 351
2021
Q3 		$576K Sell
10,110
-2,340
-19% -$142K 0.04% 234
2021
Q2 		$810K Sell
12,450
-100
-0.8% -$6.31K 0.06% 312
2021
Q1 		$747K Buy
12,550
+1,320
+12% +$71.9K 0.07% 298
2020
Q4 		$530K Sell
11,230
-5,560
-33% -$234K 0.06% 333
2020
Q3 		$557K Buy
+16,790
New +$578K 0.04% 392
2020
Q1 		– Sell
-14,840
Closed -$434K – 338
2019
Q4 		$434K Buy
+14,840
New +$394K 0.05% 328

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
Mirae Asset Global Investments
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
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

J.W. Cole Advisors's LRCX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 22,455 shares worth $9.73M. The stake represents 0.17% of the portfolio and ranks #129 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in LRCX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in LRCX in Q4 2019 and has held it in 18 quarters since. 792 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • J.W. Cole Advisors held 22,455 shares of Lam Research worth $9.73M as of Q2 2026.
  • Lam Research was a new J.W. Cole Advisors position in Q2 2026.
  • Lam Research made up 0.17% of J.W. Cole Advisors's portfolio in Q2 2026, its #129 holding.
  • J.W. Cole Advisors first reported a position in Lam Research in Q4 2019 and has held it in 18 quarters since.
  • 792 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.