Paragon Advisors’s Lam Research LRCX Stock Holding History

Paragon 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	$9.15M	Buy	21,114 +3,900	+23%	+$1.18M	1.92%	12
2026 Q1	$3.68M	Buy	+17,214	New	+$3.85M	0.99%	31
2025 Q2	–	Sell	-28,645	Closed	-$2.08M	–	86
2025 Q1	$2.08M	Sell	28,645 -4,725	-14%	-$372K	0.79%	37
2024 Q4	$2.41M	Buy	33,370 +11,150	+50%	+$846K	0.83%	36
2024 Q3	$1.81M	Buy	22,220 +390	+2%	+$33.9K	0.59%	50
2024 Q2	$2.32M	Buy	21,830 +50	+0.2%	+$4.79K	0.85%	35
2024 Q1	$2.12M	Buy	21,780 +5,700	+35%	+$501K	0.85%	37
2023 Q4	$1.26M	Buy	16,080 +7,890	+96%	+$538K	0.53%	56
2023 Q3	$513K	Sell	8,190 -2,780	-25%	-$183K	0.21%	88
2023 Q2	$705K	Sell	10,970 -15,630	-59%	-$881K	0.23%	87
2023 Q1	$1.41M	Sell	26,600 -82,400	-76%	-$4.04M	0.47%	50
2022 Q4	$4.58M	Buy	+109,000	New	+$4.56M	2.02%	13

Other funds holding LRCX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Paragon Advisors's LRCX Position: Q2 2026 in Review

Paragon Advisors increased its Lam Research (LRCX) stake by 23% in Q2 2026, buying an estimated $1.18M and bringing the position to 21,114 shares worth $9.15M. The position accounts for 1.92% of the portfolio, ranked #12.

Paragon Advisors first reported a position in LRCX in Q4 2022 and has held it in 12 quarters since. 1,427 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Paragon Advisors held 21,114 shares of Lam Research worth $9.15M as of Q2 2026.
Paragon Advisors bought 3,900 Lam Research shares in Q2 2026, an estimated $1.18M.
Lam Research made up 1.92% of Paragon Advisors's portfolio in Q2 2026, its #12 holding.
Paragon Advisors first reported a position in Lam Research in Q4 2022 and has held it in 12 quarters since.
1,427 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Paragon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.