SFG
LRCX icon

Sovereign Financial Group’s Lam Research LRCX Stock Holding History

Sovereign Financial Group’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 		$845K Buy
1,950
+43
+2% +$13.1K 0.13% 153
2026
Q1 		$407K Buy
1,907
+85
+5% +$19K 0.07% 238
2025
Q4 		$312K Buy
+1,822
New +$283K 0.05% 266

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sovereign Financial Group's LRCX Position: Q2 2026 in Review

Sovereign Financial Group increased its Lam Research (LRCX) stake by 2.3% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,950 shares worth $845K. The position accounts for 0.13% of the portfolio, ranked #153.

Sovereign Financial Group first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Sovereign Financial Group held 1,950 shares of Lam Research worth $845K as of Q2 2026.
  • Sovereign Financial Group bought 43 Lam Research shares in Q2 2026, an estimated $13.1K.
  • Lam Research made up 0.13% of Sovereign Financial Group's portfolio in Q2 2026, its #153 holding.
  • Sovereign Financial Group first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.