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Poinciana Advisors Group’s Lam Research LRCX Stock Holding History

Poinciana Advisors Group’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 		$1.26M Hold
2,907
– – 0.93% 23
2026
Q1 		$621K Hold
2,907
– – 0.49% 35
2025
Q4 		$498K Sell
2,907
-42
-1% -$6.53K 0.39% 43
2025
Q3 		$395K Buy
2,949
+25
+0.9% +$2.65K 0.33% 50
2025
Q2 		$285K Buy
+2,924
New +$232K 0.26% 75

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Poinciana Advisors Group's LRCX Position: Q2 2026 in Review

Poinciana Advisors Group held its Lam Research (LRCX) position steady in Q2 2026 at 2,907 shares worth $1.26M. The position accounts for 0.93% of the portfolio, ranked #23.

Poinciana Advisors Group first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 1,951 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Poinciana Advisors Group held 2,907 shares of Lam Research worth $1.26M as of Q2 2026.
  • Poinciana Advisors Group left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.93% of Poinciana Advisors Group's portfolio in Q2 2026, its #23 holding.
  • Poinciana Advisors Group first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.