Quantum Financial Advisors’s Lam Research LRCX Stock Holding History

Quantum Financial 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	$1.46M	Sell	3,375 -67	-2%	-$20.3K	0.14%	66
2026 Q1	$735K	Buy	3,442 +571	+20%	+$128K	0.08%	83
2025 Q4	$491K	Buy	2,871 +7	+0.2%	+$1.09K	0.06%	114
2025 Q3	$383K	Buy	2,864 +1	+0%	+$106	0.05%	119
2025 Q2	$279K	Sell	2,863 -3	-0.1%	-$238	0.04%	137
2025 Q1	$208K	Buy	+2,866	New	+$226K	0.03%	170
2024 Q4	–	Sell	-2,870	Closed	-$234K	–	203
2024 Q3	$234K	Hold	2,870	–	–	0.04%	158
2024 Q2	$306K	Hold	2,870	–	–	0.05%	116
2024 Q1	$279K	Hold	2,870	–	–	0.05%	125
2023 Q4	$225K	Buy	+2,870	New	+$196K	0.05%	104

Other funds holding LRCX

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Quantum Financial Advisors's LRCX Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Lam Research (LRCX) stake by 1.9% in Q2 2026, selling an estimated $20.3K and leaving 3,375 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #66.

Quantum Financial Advisors first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Quantum Financial Advisors held 3,375 shares of Lam Research worth $1.46M as of Q2 2026.
Quantum Financial Advisors sold 67 Lam Research shares in Q2 2026, an estimated $20.3K.
Lam Research made up 0.14% of Quantum Financial Advisors's portfolio in Q2 2026, its #66 holding.
Quantum Financial Advisors first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.