Primoris Wealth Advisors’s Lam Research LRCX Stock Holding History

Primoris 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	$11.3M	Sell	26,147 -6,925	-21%	-$2.1M	5.17%	2
2026 Q1	$7.07M	Hold	33,072	–	–	4.95%	3
2025 Q4	$5.66M	Hold	33,072	–	–	3.39%	5
2025 Q3	$4.43M	Sell	33,072 -2,250	-6%	-$238K	2.82%	10
2025 Q2	$3.44M	Hold	35,322	–	–	2.35%	14
2025 Q1	$2.57M	Buy	35,322 +50	+0.1%	+$3.94K	1.99%	17
2024 Q4	$2.55M	Buy	35,272 +2	+0%	+$152	1.94%	16
2024 Q3	$2.88M	Sell	35,270 -100	-0.3%	-$8.69K	2.09%	15
2024 Q2	$3.77M	Hold	35,370	–	–	3.01%	10
2024 Q1	$3.44M	Hold	35,370	–	–	2.75%	10
2023 Q4	$2.77M	Hold	35,370	–	–	2.61%	11
2023 Q3	$2.22M	Hold	35,370	–	–	2.68%	11
2023 Q2	$2.27M	Hold	35,370	–	–	2.49%	15
2023 Q1	$1.88M	Sell	35,370 -7,810	-18%	-$383K	2.31%	17
2022 Q4	$1.81M	Sell	43,180 -5,040	-10%	-$211K	2.8%	11
2022 Q3	$1.74M	Sell	48,220 -8,440	-15%	-$376K	3.11%	8
2022 Q2	$2.41M	Buy	56,660 +240	+0.4%	+$11.4K	3.47%	10
2022 Q1	$3.03M	Sell	56,420 -350	-0.6%	-$20.4K	2.83%	12
2021 Q4	$4.08M	Buy	+56,770	New	+$3.56M	3.29%	8

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 $3.38T AUM 44.17% 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

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

Primoris Wealth Advisors reduced its Lam Research (LRCX) stake by 21% in Q2 2026, selling an estimated $2.1M and leaving 26,147 shares worth $11.3M. The position accounts for 5.17% of the portfolio, ranked #2.

Primoris Wealth Advisors first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Primoris Wealth Advisors held 26,147 shares of Lam Research worth $11.3M as of Q2 2026.
Primoris Wealth Advisors sold 6,925 Lam Research shares in Q2 2026, an estimated $2.1M.
Lam Research made up 5.17% of Primoris Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Primoris Wealth Advisors first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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