Level Financial Advisors’s Lam Research LRCX Stock Holding History

Level 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	$3.06M	Hold	7,052	–	–	0.68%	32
2026 Q1	$1.51M	Hold	7,052	–	–	0.38%	40
2025 Q4	$1.21M	Sell	7,052 -64	-0.9%	-$9.95K	0.32%	43
2025 Q3	$953K	Buy	+7,116	New	+$753K	0.27%	49

Other funds holding LRCX

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

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

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

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Level Financial Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 7,052 shares worth $3.06M. The position accounts for 0.68% of the portfolio, ranked #32.

Level Financial Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Level Financial Advisors held 7,052 shares of Lam Research worth $3.06M as of Q2 2026.
Level Financial Advisors left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.68% of Level Financial Advisors's portfolio in Q2 2026, its #32 holding.
Level Financial Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.