Regent Peak Wealth Advisors’s Lam Research LRCX Stock Holding History

Regent Peak 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	$1.44M	Buy	3,331 +6	+0.2%	+$1.82K	0.27%	54
2026 Q1	$710K	Buy	3,325 +31	+0.9%	+$6.93K	0.14%	64
2025 Q4	$564K	Buy	3,294 +165	+5%	+$25.7K	0.11%	81
2025 Q3	$419K	Buy	+3,129	New	+$331K	0.08%	104
2025 Q1	$223K	Sell	3,071 -35	-1%	-$2.76K	0.05%	151
2024 Q4	$224K	Buy	+3,106	New	+$236K	0.05%	149
2024 Q3	–	Sell	-2,820	Closed	-$300K	–	182
2024 Q2	$300K	Buy	2,820 +60	+2%	+$5.75K	0.07%	120
2024 Q1	$268K	Sell	2,760 -30	-1%	-$2.64K	0.07%	130
2023 Q4	$219K	Buy	+2,790	New	+$190K	0.06%	146
2021 Q1	–	Sell	-1,970	Closed	-$93K	–	613
2020 Q4	$93K	Buy	+1,970	New	+$82.9K	0.03%	228

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Regent Peak Wealth Advisors's LRCX Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Lam Research (LRCX) stake by 0.18% in Q2 2026, buying an estimated $1.82K and bringing the position to 3,331 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #54.

Regent Peak Wealth Advisors first reported a position in LRCX in Q4 2020 and has held it in 10 quarters since. 696 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Regent Peak Wealth Advisors held 3,331 shares of Lam Research worth $1.44M as of Q2 2026.
Regent Peak Wealth Advisors bought 6 Lam Research shares in Q2 2026, an estimated $1.82K.
Lam Research made up 0.27% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Regent Peak Wealth Advisors first reported a position in Lam Research in Q4 2020 and has held it in 10 quarters since.
696 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.