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Mutual Advisors’s Lam Research LRCX Stock Holding History

Mutual 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 		$8.26M Buy
19,057
+9,280
+95% +$2.82M 0.16% 126
2026
Q1 		$2.09M Sell
9,777
-4,718
-33% -$1.05M 0.04% 368
2025
Q4 		$2.48M Buy
14,495
+2,994
+26% +$466K 0.05% 315
2025
Q3 		$1.7M Buy
11,501
+1,312
+13% +$139K 0.04% 406
2025
Q2 		$988K Buy
10,189
+411
+4% +$32.6K 0.02% 519
2025
Q1 		$698K Sell
9,778
-700
-7% -$55.1K 0.02% 580
2024
Q4 		$830K Sell
10,478
-72,952
-87% -$5.53M 0.02% 541
2024
Q3 		$639K Buy
83,430
+62,940
+307% +$5.47M 0.02% 626
2024
Q2 		$1.83M Buy
20,490
+3,190
+18% +$306K 0.06% 295
2024
Q1 		$1.68M Buy
17,300
+3,950
+30% +$347K 0.05% 319
2023
Q4 		$1.05M Buy
13,350
+930
+7% +$63.4K 0.04% 442
2023
Q3 		$779K Buy
12,420
+5,580
+82% +$367K 0.03% 485
2023
Q2 		$440K Buy
6,840
+1,380
+25% +$77.8K 0.02% 680
2023
Q1 		$289K Buy
5,460
+370
+7% +$18.2K 0.01% 791
2022
Q4 		$214K Buy
+5,090
New +$213K 0.01% 854
2022
Q2 		– Sell
-3,910
Closed -$210K – 896
2022
Q1 		$210K Sell
3,910
-100
-2% -$5.82K 0.01% 813
2021
Q4 		$289K Buy
4,010
+140
+4% +$8.78K 0.02% 753
2021
Q3 		$220K Sell
3,870
-20
-0.5% -$1.22K 0.01% 794
2021
Q2 		$253K Buy
3,890
+210
+6% +$13.3K 0.02% 724
2021
Q1 		$219K Buy
+3,680
New +$201K 0.02% 707

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mutual Advisors's LRCX Position: Q2 2026 in Review

Mutual Advisors increased its Lam Research (LRCX) stake by 95% in Q2 2026, buying an estimated $2.82M and bringing the position to 19,057 shares worth $8.26M. The position accounts for 0.16% of the portfolio, ranked #126.

Mutual Advisors first reported a position in LRCX in Q1 2021 and has held it in 20 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Mutual Advisors held 19,057 shares of Lam Research worth $8.26M as of Q2 2026.
  • Mutual Advisors bought 9,280 Lam Research shares in Q2 2026, an estimated $2.82M.
  • Lam Research made up 0.16% of Mutual Advisors's portfolio in Q2 2026, its #126 holding.
  • Mutual Advisors first reported a position in Lam Research in Q1 2021 and has held it in 20 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.