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Motive Wealth Advisors’s Lam Research LRCX Stock Holding History

Motive Wealth 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 		$650K Sell
1,499
-73
-5% -$22.2K 0.27% 41
2026
Q1 		$336K Sell
1,572
-30
-2% -$6.71K 0.16% 58
2025
Q4 		$274K Sell
1,602
-32
-2% -$4.98K 0.12% 74
2025
Q3 		$219K Buy
+1,634
New +$173K 0.09% 79

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Motive Wealth Advisors's LRCX Position: Q2 2026 in Review

Motive Wealth Advisors reduced its Lam Research (LRCX) stake by 4.6% in Q2 2026, selling an estimated $22.2K and leaving 1,499 shares worth $650K. The position accounts for 0.27% of the portfolio, ranked #41.

Motive Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Motive Wealth Advisors held 1,499 shares of Lam Research worth $650K as of Q2 2026.
  • Motive Wealth Advisors sold 73 Lam Research shares in Q2 2026, an estimated $22.2K.
  • Lam Research made up 0.27% of Motive Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Motive Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 712 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.