Valeo Financial 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 | $4.49M | Buy |
10,357
+172
| +2% | +$52.2K | 0.09% | 103 |
|
|
2026
Q1 | $2.18M | Sell |
10,185
-6,439
| -39% | -$1.44M | 0.05% | 151 |
|
|
2025
Q4 | $2.85M | Buy |
16,624
+703
| +4% | +$109K | 0.06% | 139 |
|
|
2025
Q3 | $2.13M | Sell |
15,921
-253
| -2% | -$26.8K | 0.05% | 161 |
|
|
2025
Q2 | $1.6M | Buy |
16,174
+873
| +6% | +$69.2K | 0.04% | 202 |
|
|
2025
Q1 | $1.11M | Sell |
15,301
-2,880
| -16% | -$227K | 0.03% | 243 |
|
|
2024
Q4 | $1.31M | Buy |
+18,181
| New | +$1.38M | 0.04% | 200 |
|
|
2024
Q3 | – | Sell |
-14,020
| Closed | -$1.49M | – | 724 |
|
|
2024
Q2 | $1.49M | Buy |
14,020
+1,070
| +8% | +$103K | 0.05% | 182 |
|
|
2024
Q1 | $1.15M | Buy |
12,950
+170
| +1% | +$15K | 0.04% | 212 |
|
|
2023
Q4 | $1M | Buy |
12,780
+2,920
| +30% | +$199K | 0.04% | 220 |
|
|
2023
Q3 | $618K | Buy |
9,860
+930
| +10% | +$61.1K | 0.03% | 283 |
|
|
2023
Q2 | $574K | Sell |
8,930
-19,550
| -69% | -$1.1M | 0.03% | 291 |
|
|
2023
Q1 | $1.51M | Buy |
28,480
+1,810
| +7% | +$88.8K | 0.07% | 158 |
|
|
2022
Q4 | $1.12M | Sell |
26,670
-8,770
| -25% | -$367K | 0.06% | 176 |
|
|
2022
Q3 | $1.3M | Buy |
35,440
+160
| +0.5% | +$7.12K | 0.08% | 142 |
|
|
2022
Q2 | $1.5M | Buy |
35,280
+6,040
| +21% | +$288K | 0.09% | 125 |
|
|
2022
Q1 | $1.57M | Buy |
29,240
+10,880
| +59% | +$633K | 0.08% | 146 |
|
|
2021
Q4 | $1.32M | Sell |
18,360
-8,630
| -32% | -$541K | 0.07% | 153 |
|
|
2021
Q3 | $1.54M | Buy |
+26,990
| New | +$1.64M | 0.09% | 142 |
|
|
2021
Q2 | – | Sell |
-37,600
| Closed | -$2.24M | – | 1246 |
|
|
2021
Q1 | $2.24M | Buy |
37,600
+1,280
| +4% | +$69.7K | 0.1% | 112 |
|
|
2020
Q4 | $1.72M | Buy |
36,320
+14,580
| +67% | +$613K | 0.09% | 116 |
|
|
2020
Q3 | $721K | Buy |
21,740
+17,740
| +444% | +$611K | 0.06% | 154 |
|
|
2020
Q2 | $129K | Sell |
4,000
-3,600
| -47% | -$98.2K | 0.01% | 422 |
|
|
2020
Q1 | $197K | Buy |
7,600
+2,310
| +44% | +$66.5K | 0.02% | 304 |
|
|
2019
Q4 | $155K | Sell |
5,290
-3,260
| -38% | -$86.6K | 0.02% | 366 |
|
|
2019
Q3 | $198K | Buy |
8,550
+1,920
| +29% | +$40.3K | 0.02% | 300 |
|
|
2019
Q2 | $125K | Buy |
6,630
+4,920
| +288% | +$93.3K | 0.01% | 385 |
|
|
2019
Q1 | $31K | Sell |
1,710
-24,660
| -94% | -$411K | ﹤0.01% | 668 |
|
|
2018
Q4 | $359K | Buy |
26,370
+9,320
| +55% | +$134K | 0.05% | 193 |
|
|
2018
Q3 | $242K | Sell |
17,050
-5,520
| -24% | -$94.3K | 0.03% | 250 |
|
|
2018
Q2 | $402K | Buy |
+22,570
| New | +$435K | 0.06% | 195 |
|
Other funds holding LRCX
Valeo Financial Advisors's LRCX Position: Q2 2026 in Review
Valeo Financial Advisors increased its Lam Research (LRCX) stake by 1.7% in Q2 2026, buying an estimated $52.2K and bringing the position to 10,357 shares worth $4.49M. The position accounts for 0.09% of the portfolio, ranked #103.
Valeo Financial Advisors first reported a position in LRCX in Q2 2018 and has held it in 31 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Valeo Financial Advisors held 10,357 shares of Lam Research worth $4.49M as of Q2 2026.
- Valeo Financial Advisors bought 172 Lam Research shares in Q2 2026, an estimated $52.2K.
- Lam Research made up 0.09% of Valeo Financial Advisors's portfolio in Q2 2026, its #103 holding.
- Valeo Financial Advisors first reported a position in Lam Research in Q2 2018 and has held it in 31 quarters since.
- 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.