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New Wave Wealth Advisors’s Lam Research LRCX Stock Holding History

New Wave 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 		$3.04M Buy
7,010
+1,121
+19% +$340K 0.83% 30
2026
Q1 		$1.26M Buy
5,889
+1,174
+25% +$262K 0.44% 48
2025
Q4 		$808K Buy
4,715
+337
+8% +$52.4K 0.3% 68
2025
Q3 		$587K Buy
4,378
+1,658
+61% +$176K 0.23% 76
2025
Q2 		$265K Buy
+2,720
New +$216K 0.11% 104
2025
Q1 		– Sell
-650
Closed -$47K – 437
2024
Q4 		$47K Buy
+650
New +$49.3K 0.02% 224

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New Wave Wealth Advisors's LRCX Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Lam Research (LRCX) stake by 19% in Q2 2026, buying an estimated $340K and bringing the position to 7,010 shares worth $3.04M. The position accounts for 0.83% of the portfolio, ranked #30.

New Wave Wealth Advisors first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 1,171 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • New Wave Wealth Advisors held 7,010 shares of Lam Research worth $3.04M as of Q2 2026.
  • New Wave Wealth Advisors bought 1,121 Lam Research shares in Q2 2026, an estimated $340K.
  • Lam Research made up 0.83% of New Wave Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • New Wave Wealth Advisors first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.