Red Reef Advisors’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
$1.51M Buy
+3,477
New +$1.06M 1.39% 23
2026
Q1
Sell
-4,192
Closed -$718K 183
2025
Q4
$718K Buy
+4,192
New +$652K 0.73% 51

Other funds holding LRCX

Red Reef Advisors's LRCX Position: Q2 2026 in Review

Red Reef Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 3,477 shares worth $1.51M. The stake represents 1.39% of the portfolio and ranks #23 among its holdings. This is a return to the name: Red Reef Advisors previously reported a position in LRCX as recently as Q4 2025.

Red Reef Advisors first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Red Reef Advisors held 3,477 shares of Lam Research worth $1.51M as of Q2 2026.
  • Lam Research was a new Red Reef Advisors position in Q2 2026.
  • Lam Research made up 1.39% of Red Reef Advisors's portfolio in Q2 2026, its #23 holding.
  • Red Reef Advisors first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.