Kemnay Advisory Services’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
512
+23
+5% +$6.98K 0.03% 35
2026
Q1
$104K Sell
489
-10
-2% -$2.24K 0.02% 110
2025
Q4
$85.4K Buy
+499
New +$77.6K 0.01% 200

Other funds holding LRCX

Kemnay Advisory Services's LRCX Position: Q2 2026 in Review

Kemnay Advisory Services increased its Lam Research (LRCX) stake by 4.7% in Q2 2026, buying an estimated $6.98K and bringing the position to 512 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #35.

Kemnay Advisory Services first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Kemnay Advisory Services held 512 shares of Lam Research worth $222K as of Q2 2026.
  • Kemnay Advisory Services bought 23 Lam Research shares in Q2 2026, an estimated $6.98K.
  • Lam Research made up 0.03% of Kemnay Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Kemnay Advisory Services first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.