Stokes Capital Advisors’s Lam Research LRCX Stock Holding History

Stokes Capital 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	$874K	Buy	2,016 +693	+52%	+$210K	0.19%	67
2026 Q1	$283K	Buy	+1,323	New	+$296K	0.06%	83

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Stokes Capital Advisors's LRCX Position: Q2 2026 in Review

Stokes Capital Advisors increased its Lam Research (LRCX) stake by 52% in Q2 2026, buying an estimated $210K and bringing the position to 2,016 shares worth $874K. The position accounts for 0.19% of the portfolio, ranked #67.

Stokes Capital Advisors first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Stokes Capital Advisors held 2,016 shares of Lam Research worth $874K as of Q2 2026.
Stokes Capital Advisors bought 693 Lam Research shares in Q2 2026, an estimated $210K.
Lam Research made up 0.19% of Stokes Capital Advisors's portfolio in Q2 2026, its #67 holding.
Stokes Capital Advisors first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.