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Realta Investment Advisors’s Lam Research LRCX Stock Holding History

Realta Investment 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 		$374K Buy
+862
New +$262K 0.12% 157
2026
Q1 		– Sell
-9,181
Closed -$1.57M – 390
2025
Q4 		$1.57M Sell
9,181
-284
-3% -$44.2K 0.51% 48
2025
Q3 		$1.27M Buy
+9,465
New +$1M 0.42% 56
2025
Q1 		– Sell
-2,800
Closed -$210K – 352
2024
Q4 		$210K Buy
+2,800
New +$212K 0.09% 180
2024
Q3 		– Sell
-5,640
Closed -$601K – 599
2024
Q2 		$601K Buy
5,640
+500
+10% +$48K 0.12% 195
2024
Q1 		$500K Sell
5,140
-150
-3% -$13.2K 0.1% 234
2023
Q4 		$415K Sell
5,290
-1,000
-16% -$68.2K 0.09% 248
2023
Q3 		$404K Hold
6,290
– – 0.09% 241
2023
Q2 		$404K Sell
6,290
-780
-11% -$44K 0.09% 250
2023
Q1 		$375K Sell
7,070
-120
-2% -$5.89K 0.09% 251
2022
Q4 		$302K Buy
7,190
+660
+10% +$27.6K 0.07% 295
2022
Q3 		$239K Buy
6,530
+590
+10% +$26.3K 0.06% 326
2022
Q2 		$234K Buy
5,940
+500
+9% +$23.8K 0.06% 318
2022
Q1 		$292K Hold
5,440
– – 0.06% 309
2021
Q4 		$391K Buy
5,440
+740
+16% +$46.4K 0.09% 260
2021
Q3 		$267K Buy
4,700
+190
+4% +$11.6K 0.06% 323
2021
Q2 		$293K Buy
+4,510
New +$285K 0.07% 292
2021
Q1 		– Sell
-5,010
Closed -$236K – 386
2020
Q4 		$236K Buy
+5,010
New +$211K 0.07% 282
2020
Q1 		– Sell
-290
Closed -$7K – 926
2019
Q4 		$7K Sell
290
-20
-6% -$531 ﹤0.01% 1245
2019
Q3 		$8K Sell
310
-60
-16% -$1.26K ﹤0.01% 1181
2019
Q2 		$7K Buy
370
+240
+185% +$4.55K ﹤0.01% 1256
2019
Q1 		$2K Buy
+130
New +$2.17K ﹤0.01% 1217

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Realta Investment Advisors's LRCX Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 862 shares worth $374K. The stake represents 0.12% of the portfolio and ranks #157 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in LRCX as recently as Q4 2025.

Realta Investment Advisors first reported a position in LRCX in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.57M in Q4 2025. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Realta Investment Advisors held 862 shares of Lam Research worth $374K as of Q2 2026.
  • Lam Research was a new Realta Investment Advisors position in Q2 2026.
  • Lam Research made up 0.12% of Realta Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Realta Investment Advisors first reported a position in Lam Research in Q1 2019 and has held it in 22 quarters since.
  • Realta Investment Advisors's Lam Research position peaked at $1.57M in Q4 2025.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.