RFG Advisory’s Lam Research LRCX Stock Holding History

RFG Advisory’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	$4.36M	Sell	10,069 -5,868	-37%	-$1.78M	0.07%	201
2026 Q1	$3.41M	Sell	15,937 -3,747	-19%	-$838K	0.06%	231
2025 Q4	$3.37M	Buy	19,684 +5,553	+39%	+$864K	0.06%	230
2025 Q3	$1.89M	Buy	14,131 +6,567	+87%	+$695K	0.04%	332
2025 Q2	$736K	Sell	7,564 -129	-2%	-$10.2K	0.02%	509
2025 Q1	$559K	Buy	+7,693	New	+$606K	0.02%	534
2024 Q4	–	Sell	-4,620	Closed	-$377K	–	796
2024 Q3	$377K	Sell	4,620 -140	-3%	-$12.2K	0.01%	569
2024 Q2	$507K	Sell	4,760 -1,390	-23%	-$133K	0.02%	492
2024 Q1	$597K	Buy	6,150 +1,580	+35%	+$139K	0.02%	469
2023 Q4	$358K	Sell	4,570 -1,290	-22%	-$87.9K	0.01%	509
2023 Q3	$368K	Sell	5,860 -260	-4%	-$17.1K	0.02%	468
2023 Q2	$394K	Buy	6,120 +1,830	+43%	+$103K	0.02%	470
2023 Q1	$228K	Sell	4,290 -30	-0.7%	-$1.47K	0.01%	575
2022 Q4	$229K	Sell	4,320 -250	-5%	-$10.5K	0.01%	565
2022 Q3	$203K	Buy	4,570 +270	+6%	+$12K	0.01%	581
2022 Q2	$223K	Buy	4,300 +480	+13%	+$22.9K	0.01%	517
2022 Q1	$205K	Buy	+3,820	New	+$222K	0.01%	489

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFG Advisory's LRCX Position: Q2 2026 in Review

RFG Advisory reduced its Lam Research (LRCX) stake by 37% in Q2 2026, selling an estimated $1.78M and leaving 10,069 shares worth $4.36M. The position accounts for 0.07% of the portfolio, ranked #201.

RFG Advisory first reported a position in LRCX in Q1 2022 and has held it in 17 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

RFG Advisory held 10,069 shares of Lam Research worth $4.36M as of Q2 2026.
RFG Advisory sold 5,868 Lam Research shares in Q2 2026, an estimated $1.78M.
Lam Research made up 0.07% of RFG Advisory's portfolio in Q2 2026, its #201 holding.
RFG Advisory first reported a position in Lam Research in Q1 2022 and has held it in 17 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.