Unique Wealth Strategies’s Lam Research LRCX Stock Holding History

Unique Wealth Strategies’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	$1.06M	Sell	2,450 -1,153	-32%	-$350K	0.39%	61
2026 Q1	$770K	Sell	3,603 -803	-18%	-$180K	0.31%	76
2025 Q4	$754K	Sell	4,406 -2,258	-34%	-$351K	0.29%	80
2025 Q3	$892K	Buy	+6,664	New	+$706K	0.35%	73
2025 Q1	–	Sell	-6,871	Closed	-$496K	–	207
2024 Q4	$496K	Buy	6,871 +1,111	+19%	+$84.3K	0.22%	142
2024 Q3	$470K	Sell	5,760 -250	-4%	-$21.7K	0.2%	155
2024 Q2	$583K	Hold	6,010	–	–	0.27%	99
2024 Q1	$583K	Sell	6,010 -3,680	-38%	-$324K	0.29%	99
2023 Q4	$759K	Buy	+9,690	New	+$660K	0.51%	67

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

Unique Wealth Strategies's LRCX Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Lam Research (LRCX) stake by 32% in Q2 2026, selling an estimated $350K and leaving 2,450 shares worth $1.06M. The position accounts for 0.39% of the portfolio, ranked #61.

Unique Wealth Strategies first reported a position in LRCX in Q4 2023 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Unique Wealth Strategies held 2,450 shares of Lam Research worth $1.06M as of Q2 2026.
Unique Wealth Strategies sold 1,153 Lam Research shares in Q2 2026, an estimated $350K.
Lam Research made up 0.39% of Unique Wealth Strategies's portfolio in Q2 2026, its #61 holding.
Unique Wealth Strategies first reported a position in Lam Research in Q4 2023 and has held it in 9 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.