Strategic Wealth Partners’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.86M | Sell |
6,594
-196
| -3% | -$59.5K | 0.18% | 88 |
|
|
2026
Q1 | $1.45M | Sell |
6,790
-303
| -4% | -$67.7K | 0.1% | 124 |
|
|
2025
Q4 | $1.21M | Sell |
7,093
-207
| -3% | -$32.2K | 0.08% | 141 |
|
|
2025
Q3 | $978K | Sell |
7,300
-580
| -7% | -$61.4K | 0.07% | 162 |
|
|
2025
Q2 | $767K | Buy |
+7,880
| New | +$625K | 0.06% | 172 |
|
|
2024
Q4 | $631K | Buy |
7,570
+140
| +2% | +$10.6K | 0.05% | 182 |
|
|
2024
Q3 | $606K | Buy |
7,430
+20
| +0.3% | +$1.74K | 0.06% | 184 |
|
|
2024
Q2 | $789K | Sell |
7,410
-50
| -0.7% | -$4.79K | 0.08% | 157 |
|
|
2024
Q1 | $724K | Sell |
7,460
-2,100
| -22% | -$185K | 0.08% | 159 |
|
|
2023
Q4 | $748K | Sell |
9,560
-190
| -2% | -$12.9K | 0.09% | 152 |
|
|
2023
Q3 | $611K | Buy |
9,750
+130
| +1% | +$8.54K | 0.08% | 184 |
|
|
2023
Q2 | $618K | Sell |
9,620
-950
| -9% | -$53.5K | 0.08% | 190 |
|
|
2023
Q1 | $560K | Sell |
10,570
-2,490
| -19% | -$122K | 0.09% | 168 |
|
|
2022
Q4 | $549K | Buy |
13,060
+150
| +1% | +$6.28K | 0.1% | 165 |
|
|
2022
Q3 | $473K | Sell |
12,910
-570
| -4% | -$25.4K | 0.1% | 180 |
|
|
2022
Q2 | $575K | Sell |
13,480
-56,460
| -81% | -$2.69M | 0.12% | 152 |
|
|
2022
Q1 | $3.76M | Buy |
69,940
+12,010
| +21% | +$699K | 0.73% | 36 |
|
|
2021
Q4 | $4.17M | Buy |
57,930
+3,570
| +7% | +$224K | 0.79% | 34 |
|
|
2021
Q3 | $3.09M | Buy |
54,360
+8,390
| +18% | +$510K | 0.91% | 23 |
|
|
2021
Q2 | $2.99M | Sell |
45,970
-2,320
| -5% | -$146K | 0.98% | 17 |
|
|
2021
Q1 | $2.87M | Sell |
48,290
-3,990
| -8% | -$217K | 1.15% | 17 |
|
|
2020
Q4 | $2.47M | Sell |
52,280
-850
| -2% | -$35.8K | 1.04% | 21 |
|
|
2020
Q3 | $1.76M | Buy |
53,130
+1,020
| +2% | +$35.1K | 0.89% | 23 |
|
|
2020
Q2 | $1.69M | Buy |
52,110
+10,710
| +26% | +$292K | 0.87% | 27 |
|
|
2020
Q1 | $1.21M | Hold |
41,400
| – | – | 0.63% | 45 |
|
|
2019
Q4 | $1.21M | Buy |
41,400
+2,430
| +6% | +$64.5K | 0.63% | 45 |
|
|
2019
Q3 | $12.4K | Buy |
38,970
+38,140
| +4,595% | +$801K | 0.06% | 134 |
|
|
2019
Q2 | $15K | Buy |
+830
| New | +$15.7K | 0.01% | 410 |
|
|
2019
Q1 | – | Sell |
-2,250
| Closed | -$32K | – | 798 |
|
|
2018
Q4 | $32K | Hold |
2,250
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $34K | Sell |
2,250
-100
| -4% | -$1.71K | 0.02% | 266 |
|
|
2018
Q2 | $183K | Hold |
2,350
| – | – | 0.11% | 145 |
|
|
2018
Q1 | $48K | Buy |
2,350
+100
| +4% | +$1.98K | 0.02% | 249 |
|
|
2017
Q4 | $47K | Buy |
+2,250
| New | +$44.2K | 0.03% | 228 |
|
Other funds holding LRCX
Strategic Wealth Partners's LRCX Position: Q2 2026 in Review
Strategic Wealth Partners reduced its Lam Research (LRCX) stake by 2.9% in Q2 2026, selling an estimated $59.5K and leaving 6,594 shares worth $2.86M. The position accounts for 0.18% of the portfolio, ranked #88.
Strategic Wealth Partners first reported a position in LRCX in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.17M in Q4 2021. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Strategic Wealth Partners held 6,594 shares of Lam Research worth $2.86M as of Q2 2026.
- Strategic Wealth Partners sold 196 Lam Research shares in Q2 2026, an estimated $59.5K.
- Lam Research made up 0.18% of Strategic Wealth Partners's portfolio in Q2 2026, its #88 holding.
- Strategic Wealth Partners first reported a position in Lam Research in Q4 2017 and has held it in 33 quarters since.
- Strategic Wealth Partners's Lam Research position peaked at $4.17M in Q4 2021.
- 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.