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Legacy Financial Advisors’s Lam Research LRCX Stock Holding History

Legacy Financial 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 		$4.17M Buy
9,613
+424
+5% +$129K 0.51% 33
2026
Q1 		$1.96M Buy
9,189
+2,025
+28% +$453K 0.27% 63
2025
Q4 		$1.23M Buy
7,164
+494
+7% +$76.8K 0.17% 109
2025
Q3 		$893K Buy
6,670
+565
+9% +$59.8K 0.12% 148
2025
Q2 		$594K Sell
6,105
-211
-3% -$16.7K 0.09% 179
2025
Q1 		$459K Buy
6,316
+1,276
+25% +$100K 0.08% 210
2024
Q4 		$364K Buy
5,040
+270
+6% +$20.5K 0.06% 246
2024
Q3 		$390K Buy
4,770
+100
+2% +$8.69K 0.07% 233
2024
Q2 		$498K Sell
4,670
-20
-0.4% -$1.92K 0.09% 175
2024
Q1 		$456K Buy
4,690
+80
+2% +$7.04K 0.08% 187
2023
Q4 		$361K Buy
4,610
+260
+6% +$17.7K 0.07% 200
2023
Q3 		$273K Buy
4,350
+110
+3% +$7.23K 0.05% 210
2023
Q2 		$273K Sell
4,240
-70
-2% -$3.95K 0.05% 208
2023
Q1 		$229K Buy
+4,310
New +$212K 0.05% 225
2021
Q2 		– Sell
-4,070
Closed -$242K – 176
2021
Q1 		$242K Buy
+4,070
New +$222K 0.07% 137
2019
Q2 		– Sell
-2,280
Closed -$41K – 567
2019
Q1 		$41K Sell
2,280
-2,050
-47% -$34.2K 0.01% 308
2018
Q4 		$59K Buy
4,330
+1,990
+85% +$28.5K 0.02% 213
2018
Q3 		$35K Sell
2,340
-820
-26% -$14K 0.01% 289
2018
Q2 		$54K Buy
3,160
+180
+6% +$3.47K 0.02% 243
2018
Q1 		$59K Hold
2,980
– – 0.02% 222
2017
Q4 		$54K Buy
+2,980
New +$58.6K 0.02% 231

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

Legacy Financial Advisors's LRCX Position: Q2 2026 in Review

Legacy Financial Advisors increased its Lam Research (LRCX) stake by 4.6% in Q2 2026, buying an estimated $129K and bringing the position to 9,613 shares worth $4.17M. The position accounts for 0.51% of the portfolio, ranked #33.

Legacy Financial Advisors first reported a position in LRCX in Q4 2017 and has held it in 21 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Legacy Financial Advisors held 9,613 shares of Lam Research worth $4.17M as of Q2 2026.
  • Legacy Financial Advisors bought 424 Lam Research shares in Q2 2026, an estimated $129K.
  • Lam Research made up 0.51% of Legacy Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Legacy Financial Advisors first reported a position in Lam Research in Q4 2017 and has held it in 21 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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