Seven Mile Advisory’s Lam Research LRCX Stock Holding History

Seven Mile 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	$1.2M	Sell	2,757 -112	-4%	-$34K	0.8%	24
2026 Q1	$613K	Sell	2,869 -1,453	-34%	-$325K	0.44%	41
2025 Q4	$740K	Sell	4,322 -824	-16%	-$128K	0.13%	86
2025 Q3	$689K	Buy	5,146 +1,628	+46%	+$172K	0.11%	96
2025 Q2	$342K	Sell	3,518 -556	-14%	-$44.1K	0.21%	102
2025 Q1	$296K	Buy	4,074 +483	+13%	+$38K	0.2%	111
2024 Q4	$259K	Sell	3,591 -239	-6%	-$18.1K	0.17%	119
2024 Q3	$313K	Buy	3,830 +230	+6%	+$20K	0.21%	98
2024 Q2	$383K	Buy	3,600 +110	+3%	+$10.6K	0.28%	71
2024 Q1	$339K	Sell	3,490 -20	-0.6%	-$1.76K	0.26%	86
2023 Q4	$275K	Buy	+3,510	New	+$239K	0.24%	99

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

Seven Mile Advisory's LRCX Position: Q2 2026 in Review

Seven Mile Advisory reduced its Lam Research (LRCX) stake by 3.9% in Q2 2026, selling an estimated $34K and leaving 2,757 shares worth $1.2M. The position accounts for 0.8% of the portfolio, ranked #24.

Seven Mile Advisory first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Seven Mile Advisory held 2,757 shares of Lam Research worth $1.2M as of Q2 2026.
Seven Mile Advisory sold 112 Lam Research shares in Q2 2026, an estimated $34K.
Lam Research made up 0.8% of Seven Mile Advisory's portfolio in Q2 2026, its #24 holding.
Seven Mile Advisory first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.