ORBA Wealth Advisors’s Lam Research LRCX Stock Holding History

ORBA 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	$2.21M	Sell	5,105 -5,000	-49%	-$1.52M	1.89%	16
2026 Q1	$2.16M	Hold	10,105	–	–	2.57%	11
2025 Q4	$1.73M	Sell	10,105 -69	-0.7%	-$10.7K	1.5%	20
2025 Q3	$1.36M	Buy	10,174 +50	+0.5%	+$5.29K	1.12%	27
2025 Q2	$985K	Buy	10,124 +5,004	+98%	+$397K	0.9%	30
2025 Q1	$372K	Hold	5,120	–	–	0.19%	77
2024 Q4	$370K	Hold	5,120	–	–	0.19%	74
2024 Q3	$418K	Hold	5,120	–	–	0.21%	74
2024 Q2	$545K	Sell	5,120 -600	-10%	-$57.5K	0.28%	57
2024 Q1	$556K	Hold	5,720	–	–	0.31%	50
2023 Q4	$448K	Buy	+5,720	New	+$390K	0.27%	57

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ORBA Wealth Advisors's LRCX Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its Lam Research (LRCX) stake by 49% in Q2 2026, selling an estimated $1.52M and leaving 5,105 shares worth $2.21M. The position accounts for 1.89% of the portfolio, ranked #16.

ORBA Wealth Advisors first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

ORBA Wealth Advisors held 5,105 shares of Lam Research worth $2.21M as of Q2 2026.
ORBA Wealth Advisors sold 5,000 Lam Research shares in Q2 2026, an estimated $1.52M.
Lam Research made up 1.89% of ORBA Wealth Advisors's portfolio in Q2 2026, its #16 holding.
ORBA Wealth Advisors first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.