Physicians Financial Services’s Lam Research LRCX Stock Holding History

Physicians Financial Services’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	$2.92M	Hold	6,730	–	–	0.73%	36
2026 Q1	$1.44M	Hold	6,730	–	–	0.39%	49
2025 Q4	$1.15M	Hold	6,730	–	–	0.31%	53
2025 Q3	$901K	Hold	6,730	–	–	0.25%	65
2025 Q2	$655K	Sell	6,730 -200	-3%	-$15.9K	0.2%	76
2025 Q1	$504K	Sell	6,930 -100	-1%	-$7.88K	0.16%	84
2024 Q4	$508K	Buy	+7,030	New	+$533K	0.15%	83
2024 Q3	–	Sell	-6,930	Closed	-$738K	–	111
2024 Q2	$738K	Hold	6,930	–	–	0.24%	68
2024 Q1	$673K	Hold	6,930	–	–	0.24%	73
2023 Q4	$543K	Hold	6,930	–	–	0.21%	79
2023 Q3	$434K	Hold	6,930	–	–	0.18%	86
2023 Q2	$446K	Hold	6,930	–	–	0.18%	88
2023 Q1	$367K	Buy	6,930 +100	+1%	+$4.91K	0.16%	89
2022 Q4	$287K	Hold	6,830	–	–	0.13%	97
2022 Q3	$250K	Buy	6,830 +1,520	+29%	+$67.7K	0.12%	99
2022 Q2	$226K	Buy	5,310 +30	+0.6%	+$1.43K	0.1%	106
2022 Q1	$284K	Buy	5,280 +80	+2%	+$4.66K	0.11%	104
2021 Q4	$374K	Hold	5,200	–	–	0.14%	96
2021 Q3	$296K	Buy	5,200 +500	+11%	+$30.4K	0.12%	104
2021 Q2	$306K	Hold	4,700	–	–	0.13%	100
2021 Q1	$280K	Buy	+4,700	New	+$256K	0.12%	101
2020 Q3	–	Sell	-6,200	Closed	-$201K	–	107
2020 Q2	$201K	Buy	+6,200	New	+$169K	0.11%	106

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

Physicians Financial Services's LRCX Position: Q2 2026 in Review

Physicians Financial Services held its Lam Research (LRCX) position steady in Q2 2026 at 6,730 shares worth $2.92M. The position accounts for 0.73% of the portfolio, ranked #36.

Physicians Financial Services first reported a position in LRCX in Q2 2020 and has held it in 22 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Physicians Financial Services held 6,730 shares of Lam Research worth $2.92M as of Q2 2026.
Physicians Financial Services left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.73% of Physicians Financial Services's portfolio in Q2 2026, its #36 holding.
Physicians Financial Services first reported a position in Lam Research in Q2 2020 and has held it in 22 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.