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Soltis Investment Advisors’s Lam Research LRCX Stock Holding History

Soltis Investment 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 		$3.43M Buy
7,921
+1,614
+26% +$490K 0.19% 115
2026
Q1 		$1.35M Sell
6,307
-48,077
-88% -$10.7M 0.09% 186
2025
Q4 		$9.31M Sell
54,384
-7,060
-11% -$1.1M 0.61% 31
2025
Q3 		$8.23M Sell
61,444
-1,090
-2% -$115K 0.57% 39
2025
Q2 		$6.09M Sell
62,534
-260
-0.4% -$20.6K 0.48% 55
2025
Q1 		$4.57M Buy
62,794
+829
+1% +$65.3K 0.41% 69
2024
Q4 		$4.48M Buy
61,965
+265
+0.4% +$20.1K 0.41% 68
2024
Q3 		$5.04M Buy
61,700
+90
+0.1% +$7.83K 0.49% 62
2024
Q2 		$6.56M Buy
61,610
+150
+0.2% +$14.4K 0.69% 37
2024
Q1 		$5.97M Buy
+61,460
New +$5.41M 0.67% 43

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

Soltis Investment Advisors's LRCX Position: Q2 2026 in Review

Soltis Investment Advisors increased its Lam Research (LRCX) stake by 26% in Q2 2026, buying an estimated $490K and bringing the position to 7,921 shares worth $3.43M. The position accounts for 0.19% of the portfolio, ranked #115.

Soltis Investment Advisors first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.31M in Q4 2025. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Soltis Investment Advisors held 7,921 shares of Lam Research worth $3.43M as of Q2 2026.
  • Soltis Investment Advisors bought 1,614 Lam Research shares in Q2 2026, an estimated $490K.
  • Lam Research made up 0.19% of Soltis Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Soltis Investment Advisors first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • Soltis Investment Advisors's Lam Research position peaked at $9.31M in Q4 2025.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.