Physician Wealth Advisors’s Lam Research LRCX Stock Holding History

Physician 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	$439K	Buy	1,013 +74	+8%	+$22.5K	0.05%	127
2026 Q1	$201K	Buy	939 +175	+23%	+$39.1K	0.03%	191
2025 Q4	$131K	Buy	764 +249	+48%	+$38.7K	0.02%	239
2025 Q3	$69K	Buy	515 +460	+836%	+$48.7K	0.01%	318
2025 Q2	$5.35K	Buy	55 +27	+96%	+$2.14K	﹤0.01%	779
2025 Q1	$2.04K	Buy	28 +13	+87%	+$1.02K	﹤0.01%	865
2024 Q4	$1.08K	Buy	+15	New	+$1.14K	﹤0.01%	927

Other funds holding LRCX

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Physician Wealth Advisors increased its Lam Research (LRCX) stake by 7.9% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,013 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #127.

Physician Wealth Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 1,507 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Physician Wealth Advisors held 1,013 shares of Lam Research worth $439K as of Q2 2026.
Physician Wealth Advisors bought 74 Lam Research shares in Q2 2026, an estimated $22.5K.
Lam Research made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Physician Wealth Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
1,507 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.