Moisand Fitzgerald Tamayo’s Lam Research LRCX Stock Holding History

Moisand Fitzgerald Tamayo’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	$3.95M	Hold	9,111	–	–	0.39%	27
2026 Q1	$1.95M	Hold	9,111	–	–	0.21%	40
2025 Q4	$1.56M	Hold	9,111	–	–	0.18%	45
2025 Q3	$1.22M	Hold	9,111	–	–	0.14%	49
2025 Q2	$887K	Hold	9,111	–	–	0.11%	53
2025 Q1	$662K	Buy	9,111 +8,981	+6,908%	+$707K	0.09%	62
2024 Q4	$9.39K	Hold	130	–	–	﹤0.01%	350
2024 Q3	$10.6K	Hold	130	–	–	﹤0.01%	347
2024 Q2	$13.8K	Hold	130	–	–	﹤0.01%	279
2024 Q1	$12.6K	Hold	130	–	–	﹤0.01%	291
2023 Q4	$10.2K	Sell	130 -20	-13%	-$1.36K	﹤0.01%	336
2023 Q3	$9.4K	Hold	150	–	–	﹤0.01%	343
2023 Q2	$9.64K	Hold	150	–	–	﹤0.01%	323
2023 Q1	$7.95K	Hold	150	–	–	﹤0.01%	353
2022 Q4	$6.3K	Buy	150 +20	+15%	+$837	﹤0.01%	373
2022 Q3	$5K	Buy	+130	New	+$5.79K	﹤0.01%	373

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

Moisand Fitzgerald Tamayo's LRCX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Lam Research (LRCX) position steady in Q2 2026 at 9,111 shares worth $3.95M. The position accounts for 0.39% of the portfolio, ranked #27.

Moisand Fitzgerald Tamayo first reported a position in LRCX in Q3 2022 and has held it in 16 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Moisand Fitzgerald Tamayo held 9,111 shares of Lam Research worth $3.95M as of Q2 2026.
Moisand Fitzgerald Tamayo left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.39% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #27 holding.
Moisand Fitzgerald Tamayo first reported a position in Lam Research in Q3 2022 and has held it in 16 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.