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SC&H Financial Advisors’s Lam Research LRCX Stock Holding History

SC&H Financial 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 		$4.09M Buy
9,439
+2
+0% +$607 0.54% 28
2026
Q1 		$2.02M Buy
9,437
+2
+0% +$447 0.3% 42
2025
Q4 		$1.62M Buy
9,435
+3
+0% +$467 0.25% 49
2025
Q3 		$1.26M Buy
9,432
+28
+0.3% +$2.96K 0.21% 57
2025
Q2 		$915K Buy
9,404
+397
+4% +$31.5K 0.16% 72
2025
Q1 		$655K Sell
9,007
-95
-1% -$7.48K 0.13% 83
2024
Q4 		$657K Buy
9,102
+102
+1% +$7.74K 0.14% 84
2024
Q3 		$734K Hold
9,000
– – 0.16% 80
2024
Q2 		$958K Hold
9,000
– – 0.23% 61
2024
Q1 		$874K Hold
9,000
– – 0.23% 66
2023
Q4 		$705K Hold
9,000
– – 0.2% 71
2023
Q3 		$564K Sell
9,000
-1,990
-18% -$131K 0.19% 79
2023
Q2 		$707K Sell
10,990
-30
-0.3% -$1.69K 0.23% 73
2023
Q1 		$584K Buy
11,020
+3,070
+39% +$151K 0.21% 80
2022
Q4 		$334K Hold
7,950
– – 0.14% 100
2022
Q3 		$291K Sell
7,950
-3,500
-31% -$156K 0.15% 104
2022
Q2 		$488K Sell
11,450
-60
-0.5% -$2.86K 0.23% 84
2022
Q1 		$619K Hold
11,510
– – 0.29% 69
2021
Q4 		$828K Buy
+11,510
New +$722K 0.46% 50

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

SC&H Financial Advisors's LRCX Position: Q2 2026 in Review

SC&H Financial Advisors increased its Lam Research (LRCX) stake by 0.02% in Q2 2026, buying an estimated $607 and bringing the position to 9,439 shares worth $4.09M. The position accounts for 0.54% of the portfolio, ranked #28.

SC&H Financial Advisors first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SC&H Financial Advisors held 9,439 shares of Lam Research worth $4.09M as of Q2 2026.
  • SC&H Financial Advisors bought 2 Lam Research shares in Q2 2026, an estimated $607.
  • Lam Research made up 0.54% of SC&H Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • SC&H Financial Advisors first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.