Selective Wealth Management’s Lam Research LRCX Stock Holding History

Selective Wealth Management’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	$430K	Buy	1,373 +44	+3%	+$13.4K	0.11%	94
2026 Q1	$330K	Buy	1,329 +15	+1%	+$3.35K	0.1%	96
2025 Q4	$286K	Sell	1,314 -335	-20%	-$52.1K	0.09%	91
2025 Q3	$231K	Buy	+1,649	New	+$175K	0.07%	91
2022 Q4	–	Sell	-900	Closed	-$33K	–	470
2022 Q3	$33K	Hold	900	–	–	0.01%	351
2022 Q2	$38K	Hold	900	–	–	0.01%	365
2022 Q1	$48K	Hold	900	–	–	0.02%	305
2021 Q4	$65K	Hold	900	–	–	0.03%	243
2021 Q3	$51K	Hold	900	–	–	0.03%	249
2021 Q2	$59K	Buy	+900	New	+$56.8K	0.05%	174
2019 Q2	–	Sell	-240,000	Closed	-$4.3M	–	43
2019 Q1	$4.3M	Buy	+240,000	New	+$4M	5.19%	9

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Selective Wealth Management's LRCX Position: Q2 2026 in Review

Selective Wealth Management increased its Lam Research (LRCX) stake by 3.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 1,373 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #94.

Selective Wealth Management first reported a position in LRCX in Q1 2019 and has held it in 11 quarters since. The position peaked at $4.3M in Q1 2019. 1,273 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Selective Wealth Management held 1,373 shares of Lam Research worth $430K as of Q2 2026.
Selective Wealth Management bought 44 Lam Research shares in Q2 2026, an estimated $13.4K.
Lam Research made up 0.11% of Selective Wealth Management's portfolio in Q2 2026, its #94 holding.
Selective Wealth Management first reported a position in Lam Research in Q1 2019 and has held it in 11 quarters since.
Selective Wealth Management's Lam Research position peaked at $4.3M in Q1 2019.
1,273 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.