Outlook Wealth Advisors’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 | $4.19M | Sell |
9,697
-711
| -7% | -$216K | 0.9% | 21 |
|
|
2026
Q1 | $2.22M | Sell |
10,408
-249
| -2% | -$55.7K | 0.54% | 38 |
|
|
2025
Q4 | $1.82M | Buy |
10,657
+2,604
| +32% | +$405K | 0.41% | 48 |
|
|
2025
Q3 | $1.08M | Sell |
8,053
-1,324
| -14% | -$140K | 0.27% | 80 |
|
|
2025
Q2 | $913K | Sell |
9,377
-279
| -3% | -$22.1K | 0.23% | 85 |
|
|
2025
Q1 | $702K | Buy |
9,656
+3,003
| +45% | +$236K | 0.2% | 101 |
|
|
2024
Q4 | $481K | Buy |
6,653
+1,903
| +40% | +$144K | 0.14% | 142 |
|
|
2024
Q3 | $388K | Buy |
4,750
+470
| +11% | +$40.9K | 0.11% | 165 |
|
|
2024
Q2 | $456K | Sell |
4,280
-1,010
| -19% | -$96.9K | 0.14% | 144 |
|
|
2024
Q1 | $514K | Buy |
5,290
+770
| +17% | +$67.7K | 0.16% | 135 |
|
|
2023
Q4 | $354K | Buy |
4,520
+680
| +18% | +$46.3K | 0.12% | 153 |
|
|
2023
Q3 | $241K | Buy |
+3,840
| New | +$252K | 0.09% | 180 |
|
|
2023
Q1 | – | Sell |
-14,580
| Closed | -$613K | – | 191 |
|
|
2022
Q4 | $613K | Sell |
14,580
-260
| -2% | -$10.9K | 0.29% | 94 |
|
|
2022
Q3 | $543K | Sell |
14,840
-1,840
| -11% | -$81.9K | 0.24% | 102 |
|
|
2022
Q2 | $711K | Buy |
16,680
+530
| +3% | +$25.2K | 0.29% | 89 |
|
|
2022
Q1 | $867K | Buy |
16,150
+220
| +1% | +$12.8K | 0.29% | 82 |
|
|
2021
Q4 | $1.15M | Buy |
15,930
+490
| +3% | +$30.7K | 0.34% | 63 |
|
|
2021
Q3 | $879K | Buy |
15,440
+590
| +4% | +$35.9K | 0.29% | 88 |
|
|
2021
Q2 | $966K | Buy |
14,850
+1,030
| +7% | +$65K | 0.31% | 82 |
|
|
2021
Q1 | $822K | Sell |
13,820
-7,220
| -34% | -$393K | 0.29% | 81 |
|
|
2020
Q4 | $994K | Buy |
21,040
+120
| +0.6% | +$5.05K | 0.36% | 68 |
|
|
2020
Q3 | $694K | Buy |
20,920
+860
| +4% | +$29.6K | 0.28% | 80 |
|
|
2020
Q2 | $649K | Buy |
20,060
+970
| +5% | +$26.5K | 0.28% | 77 |
|
|
2020
Q1 | $458K | Buy |
19,090
+1,530
| +9% | +$44.1K | 0.26% | 79 |
|
|
2019
Q4 | $514K | Sell |
17,560
-5,440
| -24% | -$144K | 0.29% | 57 |
|
|
2019
Q3 | $532K | Buy |
23,000
+370
| +2% | +$7.77K | 0.32% | 67 |
|
|
2019
Q2 | $425K | Buy |
22,630
+1,460
| +7% | +$27.7K | 0.28% | 91 |
|
|
2019
Q1 | $379K | Sell |
21,170
-14,930
| -41% | -$249K | 0.31% | 81 |
|
|
2018
Q4 | $491K | Buy |
+36,100
| New | +$517K | 0.22% | 116 |
|
Other funds holding LRCX
Outlook Wealth Advisors's LRCX Position: Q2 2026 in Review
Outlook Wealth Advisors reduced its Lam Research (LRCX) stake by 6.8% in Q2 2026, selling an estimated $216K and leaving 9,697 shares worth $4.19M. The position accounts for 0.9% of the portfolio, ranked #21.
Outlook Wealth Advisors first reported a position in LRCX in Q4 2018 and has held it in 29 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Outlook Wealth Advisors held 9,697 shares of Lam Research worth $4.19M as of Q2 2026.
- Outlook Wealth Advisors sold 711 Lam Research shares in Q2 2026, an estimated $216K.
- Lam Research made up 0.9% of Outlook Wealth Advisors's portfolio in Q2 2026, its #21 holding.
- Outlook Wealth Advisors first reported a position in Lam Research in Q4 2018 and has held it in 29 quarters since.
- 3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.