Lloyd Advisory Services’s Lam Research LRCX Stock Holding History

Lloyd Advisory Services’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	$65.9K	Sell	152 -5,285	-97%	-$1.6M	0.03%	208
2026 Q1	$1.16M	Buy	5,437 +5,146	+1,768%	+$1.15M	0.33%	32
2025 Q4	$49.8K	Buy	+291	New	+$45.3K	0.02%	236
2024 Q4	–	Sell	-5,000	Closed	-$408K	–	112
2024 Q3	$408K	Hold	5,000	–	–	0.2%	60
2024 Q2	$532K	Buy	+5,000	New	+$480K	0.25%	50
2024 Q1	–	Sell	-5,100	Closed	-$399K	–	159
2023 Q4	$399K	Sell	5,100 -890	-15%	-$60.7K	0.19%	66
2023 Q3	$376K	Buy	+5,990	New	+$394K	0.12%	159
2022 Q4	$420K	Hold	10,000	–	–	0.29%	38
2022 Q3	$366K	Sell	10,000 -1,000	-9%	-$44.5K	0.27%	39
2022 Q2	$469K	Buy	11,000 +10,170	+1,225%	+$484K	0.37%	32
2022 Q1	$45K	Hold	830	–	–	0.02%	241
2021 Q4	$60K	Hold	830	–	–	0.03%	182
2021 Q3	$47K	Sell	830 -60	-7%	-$3.65K	0.02%	165
2021 Q2	$58K	Hold	890	–	–	0.03%	139
2021 Q1	$53K	Sell	890 -240	-21%	-$13.1K	0.03%	134
2020 Q4	$53K	Hold	1,130	–	–	0.03%	114
2020 Q3	$37K	Sell	1,130 -310	-22%	-$10.7K	0.02%	121
2020 Q2	$47K	Sell	1,440 -60	-4%	-$1.64K	0.03%	105
2020 Q1	$36K	Sell	1,500 -290	-16%	-$8.35K	0.03%	107
2019 Q4	$52K	Buy	+1,790	New	+$47.5K	0.05%	114

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lloyd Advisory Services reduced its Lam Research (LRCX) stake by 97% in Q2 2026, selling an estimated $1.6M and leaving 152 shares worth $65.9K. The position accounts for 0.03% of the portfolio, ranked #208.

Lloyd Advisory Services first reported a position in LRCX in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.16M in Q1 2026. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Lloyd Advisory Services held 152 shares of Lam Research worth $65.9K as of Q2 2026.
Lloyd Advisory Services sold 5,285 Lam Research shares in Q2 2026, an estimated $1.6M.
Lam Research made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #208 holding.
Lloyd Advisory Services first reported a position in Lam Research in Q4 2019 and has held it in 20 quarters since.
Lloyd Advisory Services's Lam Research position peaked at $1.16M in Q1 2026.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.