Twin Peaks Wealth Advisors’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
$639K Buy
1,476
+214
+17% +$65K 0.14% 104
2026
Q1
$270K Buy
1,262
+208
+20% +$46.5K 0.07% 149
2025
Q4
$242K Buy
+1,054
New +$164K 0.07% 164
2025
Q3
Sell
-644
Closed -$67.8K 1282
2025
Q2
$67.8K Buy
+644
New +$51.1K 0.02% 291

Other funds holding LRCX

Twin Peaks Wealth Advisors's LRCX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Lam Research (LRCX) stake by 17% in Q2 2026, buying an estimated $65K and bringing the position to 1,476 shares worth $639K. The position accounts for 0.14% of the portfolio, ranked #104.

Twin Peaks Wealth Advisors first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,476 shares of Lam Research worth $639K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 214 Lam Research shares in Q2 2026, an estimated $65K.
  • Lam Research made up 0.14% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Twin Peaks Wealth Advisors first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.