Optivise Advisory Services’s Lam Research LRCX Stock Holding History

Optivise Advisory Services’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	$640K	Sell	1,476 -91	-6%	-$27.6K	0.32%	91
2026 Q1	$335K	Sell	1,567 -296	-16%	-$66.2K	0.2%	121
2025 Q4	$319K	Buy	1,863 +221	+13%	+$34.4K	0.18%	130
2025 Q3	$220K	Buy	+1,642	New	+$174K	0.13%	175

Other funds holding LRCX

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

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

Optivise Advisory Services's LRCX Position: Q2 2026 in Review

Optivise Advisory Services reduced its Lam Research (LRCX) stake by 5.8% in Q2 2026, selling an estimated $27.6K and leaving 1,476 shares worth $640K. The position accounts for 0.32% of the portfolio, ranked #91.

Optivise Advisory Services first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 1,034 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Optivise Advisory Services held 1,476 shares of Lam Research worth $640K as of Q2 2026.
Optivise Advisory Services sold 91 Lam Research shares in Q2 2026, an estimated $27.6K.
Lam Research made up 0.32% of Optivise Advisory Services's portfolio in Q2 2026, its #91 holding.
Optivise Advisory Services first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
1,034 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.