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SOA Wealth Advisors’s Lam Research LRCX Stock Holding History

SOA 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 		$1.67M Sell
3,860
-72
-2% -$21.9K 0.28% 64
2026
Q1 		$840K Sell
3,932
-438
-10% -$97.9K 0.16% 81
2025
Q4 		$748K Buy
4,370
+3
+0.1% +$467 0.13% 97
2025
Q3 		$585K Buy
4,367
+144
+3% +$15.2K 0.1% 110
2025
Q2 		$411K Sell
4,223
-381
-8% -$30.2K 0.08% 133
2025
Q1 		$335K Sell
4,604
-25,440
-85% -$2M 0.07% 139
2024
Q4 		$2.17M Buy
+30,044
New +$2.28M 0.4% 49
2024
Q3 		– Sell
-30,390
Closed -$3.24M – 851
2024
Q2 		$3.24M Buy
30,390
+990
+3% +$94.9K 0.65% 35
2024
Q1 		$2.86M Sell
29,400
-1,020
-3% -$89.7K 0.59% 39
2023
Q4 		$2.38M Sell
30,420
-1,310
-4% -$89.3K 0.53% 39
2023
Q3 		$1.99M Sell
31,730
-440
-1% -$28.9K 0.49% 40
2023
Q2 		$2.07M Sell
32,170
-460
-1% -$25.9K 0.48% 39
2023
Q1 		$1.73M Sell
32,630
-260
-0.8% -$12.8K 0.43% 50
2022
Q4 		$1.38M Buy
32,890
+140
+0.4% +$5.86K 0.37% 54
2022
Q3 		$1.2M Sell
32,750
-47,490
-59% -$2.11M 0.36% 55
2022
Q2 		$3.42M Buy
80,240
+3,110
+4% +$148K 1.01% 27
2022
Q1 		$4.15M Buy
77,130
+70,140
+1,003% +$4.08M 1.01% 24
2021
Q4 		$502K Sell
6,990
-1,230
-15% -$77.1K 0.12% 97
2021
Q3 		$468K Buy
8,220
+60
+0.7% +$3.65K 0.12% 104
2021
Q2 		$531K Buy
8,160
+490
+6% +$30.9K 0.14% 94
2021
Q1 		$456K Sell
7,670
-610
-7% -$33.2K 0.13% 98
2020
Q4 		$441K Buy
+8,280
New +$348K 0.12% 96

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

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

SOA Wealth Advisors reduced its Lam Research (LRCX) stake by 1.8% in Q2 2026, selling an estimated $21.9K and leaving 3,860 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #64.

SOA Wealth Advisors first reported a position in LRCX in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.15M in Q1 2022. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SOA Wealth Advisors held 3,860 shares of Lam Research worth $1.67M as of Q2 2026.
  • SOA Wealth Advisors sold 72 Lam Research shares in Q2 2026, an estimated $21.9K.
  • Lam Research made up 0.28% of SOA Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • SOA Wealth Advisors first reported a position in Lam Research in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Lam Research position peaked at $4.15M in Q1 2022.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.