Tounjian Advisory 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
$56.3K Sell
130
-11,970
-99% -$3.63M 0.02% 216
2026
Q1
$2.59M Sell
12,100
-748
-6% -$167K 0.93% 26
2025
Q4
$2.2M Buy
+12,848
New +$2M 0.74% 41
2025
Q3
– Sell
-11,862
Closed -$862K – 202
2025
Q2
$862K Sell
11,862
-192
-2% -$15.2K 0.17% 152
2025
Q1
$876K Buy
+12,054
New +$949K 0.16% 152

Other funds holding LRCX

Tounjian Advisory Partners's LRCX Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Lam Research (LRCX) stake by 99% in Q2 2026, selling an estimated $3.63M and leaving 130 shares worth $56.3K. The position accounts for 0.02% of the portfolio, ranked #216.

Tounjian Advisory Partners first reported a position in LRCX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.59M in Q1 2026. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Tounjian Advisory Partners held 130 shares of Lam Research worth $56.3K as of Q2 2026.
  • Tounjian Advisory Partners sold 11,970 Lam Research shares in Q2 2026, an estimated $3.63M.
  • Lam Research made up 0.02% of Tounjian Advisory Partners's portfolio in Q2 2026, its #216 holding.
  • Tounjian Advisory Partners first reported a position in Lam Research in Q1 2025 and has held it in 5 quarters since.
  • Tounjian Advisory Partners's Lam Research position peaked at $2.59M in Q1 2026.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.