SHFA
LRCX icon

SS&H Financial Advisors’s Lam Research LRCX Stock Holding History

SS&H 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 		$10.1M Buy
+23,310
New +$7.08M 2.58% 9
2025
Q4 		$4.28M Sell
25,010
-650
-3% -$101K 1.25% 21
2025
Q3 		$3.44M Sell
25,660
-1,500
-6% -$159K 1.04% 26
2025
Q2 		$2.64M Sell
27,160
-1,750
-6% -$139K 0.88% 31
2025
Q1 		$2.1M Sell
28,910
-98
-0.3% -$7.72K 0.78% 36
2024
Q4 		$2.1M Buy
29,008
+898
+3% +$68.1K 0.76% 34
2024
Q3 		$2.29M Sell
28,110
-1,800
-6% -$157K 0.84% 34
2024
Q2 		$3.18M Sell
29,910
-250
-0.8% -$24K 1.24% 19
2024
Q1 		$2.93M Sell
30,160
-250
-0.8% -$22K 1.22% 21
2023
Q4 		$2.38M Sell
30,410
-500
-2% -$34.1K 1.01% 29
2023
Q3 		$1.94M Buy
+30,910
New +$2.03M 0.91% 31
2023
Q1 		$1.64M Sell
30,910
-1,000
-3% -$49.1K 0.75% 38
2022
Q4 		$1.34M Hold
31,910
– – 0.64% 48
2022
Q3 		$1.17M Sell
31,910
-2,000
-6% -$89K 0.6% 50
2022
Q2 		$1.45M Sell
33,910
-2,000
-6% -$95.2K 0.67% 44
2022
Q1 		$1.93M Buy
+35,910
New +$2.09M 0.75% 40

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

SS&H Financial Advisors's LRCX Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Lam Research (LRCX) in Q2 2026: 23,310 shares worth $10.1M. The stake represents 2.58% of the portfolio and ranks #9 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in LRCX as recently as Q4 2025.

SS&H Financial Advisors first reported a position in LRCX in Q1 2022 and has held it in 16 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • SS&H Financial Advisors held 23,310 shares of Lam Research worth $10.1M as of Q2 2026.
  • Lam Research was a new SS&H Financial Advisors position in Q2 2026.
  • Lam Research made up 2.58% of SS&H Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • SS&H Financial Advisors first reported a position in Lam Research in Q1 2022 and has held it in 16 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.