Net Worth Advisory Group’s Lam Research LRCX Stock Holding History

Net Worth Advisory Group’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	$2.86M	Sell	6,596 -620	-9%	-$188K	0.72%	23
2026 Q1	$1.54M	Sell	7,216 -208	-3%	-$46.5K	0.32%	65
2025 Q4	$1.27M	Sell	7,424 -686	-8%	-$107K	0.26%	73
2025 Q3	$1.09M	Buy	8,110 +921	+13%	+$97.5K	0.31%	61
2025 Q2	$700K	Buy	7,189 +770	+12%	+$61.1K	0.16%	133
2025 Q1	$467K	Buy	6,419 +86	+1%	+$6.77K	0.15%	167
2024 Q4	$457K	Buy	+6,333	New	+$480K	0.14%	183

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Net Worth Advisory Group's LRCX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Lam Research (LRCX) stake by 8.6% in Q2 2026, selling an estimated $188K and leaving 6,596 shares worth $2.86M. The position accounts for 0.72% of the portfolio, ranked #23.

Net Worth Advisory Group first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Net Worth Advisory Group held 6,596 shares of Lam Research worth $2.86M as of Q2 2026.
Net Worth Advisory Group sold 620 Lam Research shares in Q2 2026, an estimated $188K.
Lam Research made up 0.72% of Net Worth Advisory Group's portfolio in Q2 2026, its #23 holding.
Net Worth Advisory Group first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
601 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.