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PFW Advisors’s Lam Research LRCX Stock Holding History

PFW 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 		$266K Sell
614
-531
-46% -$161K 0.08% 107
2026
Q1 		$245K Buy
+1,145
New +$256K 0.08% 105

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

PFW Advisors's LRCX Position: Q2 2026 in Review

PFW Advisors reduced its Lam Research (LRCX) stake by 46% in Q2 2026, selling an estimated $161K and leaving 614 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #107.

PFW Advisors first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • PFW Advisors held 614 shares of Lam Research worth $266K as of Q2 2026.
  • PFW Advisors sold 531 Lam Research shares in Q2 2026, an estimated $161K.
  • Lam Research made up 0.08% of PFW Advisors's portfolio in Q2 2026, its #107 holding.
  • PFW Advisors first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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