LVW Advisors’s Lam Research LRCX Stock Holding History

LVW 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	$3.66M	Buy	8,436 +1,182	+16%	+$359K	0.32%	45
2026 Q1	$1.55M	Buy	7,254 +3,360	+86%	+$751K	0.15%	81
2025 Q4	$667K	Buy	3,894 +127	+3%	+$19.8K	0.07%	145
2025 Q3	$504K	Buy	3,767 +1,245	+49%	+$132K	0.05%	194
2025 Q2	$245K	Buy	+2,522	New	+$200K	0.03%	293

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

LVW Advisors's LRCX Position: Q2 2026 in Review

LVW Advisors increased its Lam Research (LRCX) stake by 16% in Q2 2026, buying an estimated $359K and bringing the position to 8,436 shares worth $3.66M. The position accounts for 0.32% of the portfolio, ranked #45.

LVW Advisors first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 984 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

LVW Advisors held 8,436 shares of Lam Research worth $3.66M as of Q2 2026.
LVW Advisors bought 1,182 Lam Research shares in Q2 2026, an estimated $359K.
Lam Research made up 0.32% of LVW Advisors's portfolio in Q2 2026, its #45 holding.
LVW Advisors first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
984 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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