SFA
LRCX icon

Sequoia Financial Advisors’s Lam Research LRCX Stock Holding History

Sequoia 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 		$29.2M Sell
67,276
-3,252
-5% -$987K 0.15% 108
2026
Q1 		$15.1M Buy
70,528
+9,377
+15% +$2.1M 0.08% 162
2025
Q4 		$10.5M Sell
61,151
-10,492
-15% -$1.63M 0.06% 203
2025
Q3 		$9.59M Buy
71,643
+4,556
+7% +$482K 0.06% 204
2025
Q2 		$6.53M Sell
67,087
-240
-0.4% -$19K 0.04% 235
2025
Q1 		$4.89M Sell
67,327
-1,744
-3% -$137K 0.04% 272
2024
Q4 		$4.99M Buy
69,071
+21,121
+44% +$1.6M 0.05% 255
2024
Q3 		$3.91M Sell
47,950
-1,370
-3% -$119K 0.04% 249
2024
Q2 		$5.25M Buy
49,320
+3,970
+9% +$381K 0.06% 184
2024
Q1 		$4.41M Sell
45,350
-9,260
-17% -$815K 0.05% 209
2023
Q4 		$4.28M Buy
54,610
+8,460
+18% +$577K 0.05% 226
2023
Q3 		$2.89M Sell
46,150
-640
-1% -$42K 0.05% 193
2023
Q2 		$3.01M Sell
46,790
-1,940
-4% -$109K 0.05% 196
2023
Q1 		$2.58M Buy
48,730
+3,290
+7% +$161K 0.06% 184
2022
Q4 		$1.91M Buy
45,440
+9,240
+26% +$387K 0.05% 208
2022
Q3 		$1.32M Sell
36,200
-2,190
-6% -$97.5K 0.04% 189
2022
Q2 		$1.64M Sell
38,390
-1,170
-3% -$55.7K 0.05% 195
2022
Q1 		$2.13M Buy
39,560
+2,240
+6% +$130K 0.05% 189
2021
Q4 		$2.68M Buy
+37,320
New +$2.34M 0.07% 154
2021
Q3 		– Sell
-5,270
Closed -$343K – 362
2021
Q2 		$343K Buy
5,270
+310
+6% +$19.6K 0.01% 347
2021
Q1 		$295K Buy
+4,960
New +$270K 0.01% 339

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

Sequoia Financial Advisors's LRCX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Lam Research (LRCX) stake by 4.6% in Q2 2026, selling an estimated $987K and leaving 67,276 shares worth $29.2M. The position accounts for 0.15% of the portfolio, ranked #108.

Sequoia Financial Advisors first reported a position in LRCX in Q1 2021 and has held it in 21 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sequoia Financial Advisors held 67,276 shares of Lam Research worth $29.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 3,252 Lam Research shares in Q2 2026, an estimated $987K.
  • Lam Research made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Sequoia Financial Advisors first reported a position in Lam Research in Q1 2021 and has held it in 21 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.