Private Advisory Group’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9M Buy
25,178
+4,250
+20% +$1.29M 0.59% 51
2026
Q1
$4.47M Buy
20,928
+3,182
+18% +$711K 0.29% 88
2025
Q4
$3.04M Buy
17,746
+15,852
+837% +$2.47M 0.24% 82
2025
Q3
$254K Buy
+1,894
New +$201K 0.02% 201
2024
Q3
Sell
-3,590
Closed -$382K 209
2024
Q2
$382K Sell
3,590
-6,450
-64% -$619K 0.05% 146
2024
Q1
$976K Buy
+10,040
New +$883K 0.14% 98

Other funds holding LRCX

Private Advisory Group's LRCX Position: Q2 2026 in Review

Private Advisory Group increased its Lam Research (LRCX) stake by 20% in Q2 2026, buying an estimated $1.29M and bringing the position to 25,178 shares worth $10.9M. The position accounts for 0.59% of the portfolio, ranked #51.

Private Advisory Group first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Private Advisory Group held 25,178 shares of Lam Research worth $10.9M as of Q2 2026.
  • Private Advisory Group bought 4,250 Lam Research shares in Q2 2026, an estimated $1.29M.
  • Lam Research made up 0.59% of Private Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Private Advisory Group first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.