N.E.W. Advisory Services’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$114K Buy
262
+12
+5% +$3.64K 0.01% 278
2026
Q1
$53.4K Hold
250
﹤0.01% 352
2025
Q4
$42.8K Hold
250
﹤0.01% 377
2025
Q3
$33.5K Hold
250
﹤0.01% 372
2025
Q2
$24.3K Hold
250
﹤0.01% 425
2025
Q1
$18.2K Buy
+250
New +$19.7K ﹤0.01% 510

Other funds holding LRCX

N.E.W. Advisory Services's LRCX Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Lam Research (LRCX) stake by 4.8% in Q2 2026, buying an estimated $3.64K and bringing the position to 262 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #278.

N.E.W. Advisory Services first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • N.E.W. Advisory Services held 262 shares of Lam Research worth $114K as of Q2 2026.
  • N.E.W. Advisory Services bought 12 Lam Research shares in Q2 2026, an estimated $3.64K.
  • Lam Research made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #278 holding.
  • N.E.W. Advisory Services first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.