Sax Wealth Advisors’s Lam Research LRCX Stock Holding History

Sax 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	$991K	Buy	4,638 +231	+5%	+$70.1K	0.04%	230
2026 Q1	$754K	Sell	4,407 -29	-0.7%	-$6.48K	0.04%	230
2025 Q4	$759K	Sell	4,436 -201	-4%	-$31.3K	0.04%	234
2025 Q3	$621K	Buy	4,637 +578	+14%	+$61.2K	0.03%	246
2025 Q2	$395K	Buy	4,059 +37	+0.9%	+$2.94K	0.02%	291
2025 Q1	$292K	Buy	+4,022	New	+$317K	0.02%	298
2024 Q4	–	Sell	-5,740	Closed	-$469K	–	333
2024 Q3	$469K	Buy	5,740 +440	+8%	+$38.3K	0.04%	166
2024 Q2	$564K	Buy	5,300 +1,910	+56%	+$183K	0.05%	134
2024 Q1	$329K	Hold	3,390	–	–	0.04%	141
2023 Q4	$265K	Hold	3,390	–	–	0.04%	158
2023 Q3	$212K	Buy	+3,390	New	+$223K	0.04%	170
2022 Q3	–	Sell	-5,930	Closed	-$253K	–	164
2022 Q2	$253K	Hold	5,930	–	–	0.06%	143
2022 Q1	$319K	Hold	5,930	–	–	0.08%	137
2021 Q4	$426K	Hold	5,930	–	–	0.09%	123
2021 Q3	$338K	Hold	5,930	–	–	0.08%	126
2021 Q2	$386K	Hold	5,930	–	–	0.13%	108
2021 Q1	$353K	Hold	5,930	–	–	0.13%	107
2020 Q4	$280K	Buy	+5,930	New	+$249K	0.13%	103

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

Sax Wealth Advisors's LRCX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Lam Research (LRCX) stake by 5.2% in Q2 2026, buying an estimated $70.1K and bringing the position to 4,638 shares worth $991K. The position accounts for 0.04% of the portfolio, ranked #230.

Sax Wealth Advisors first reported a position in LRCX in Q4 2020 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Sax Wealth Advisors held 4,638 shares of Lam Research worth $991K as of Q2 2026.
Sax Wealth Advisors bought 231 Lam Research shares in Q2 2026, an estimated $70.1K.
Lam Research made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #230 holding.
Sax Wealth Advisors first reported a position in Lam Research in Q4 2020 and has held it in 18 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.