Trivium Point Advisory’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
$765K Buy
1,765
+605
+52% +$184K 0.07% 217
2026
Q1
$248K Sell
1,160
-240
-17% -$53.7K 0.04% 253
2025
Q4
$240K Buy
+1,400
New +$218K 0.02% 314

Other funds holding LRCX

Trivium Point Advisory's LRCX Position: Q2 2026 in Review

Trivium Point Advisory increased its Lam Research (LRCX) stake by 52% in Q2 2026, buying an estimated $184K and bringing the position to 1,765 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #217.

Trivium Point Advisory first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Trivium Point Advisory held 1,765 shares of Lam Research worth $765K as of Q2 2026.
  • Trivium Point Advisory bought 605 Lam Research shares in Q2 2026, an estimated $184K.
  • Lam Research made up 0.07% of Trivium Point Advisory's portfolio in Q2 2026, its #217 holding.
  • Trivium Point Advisory first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.