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Valeo Financial Advisors’s Lam Research LRCX Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-2,000
Closed -$120K – 1245
2021
Q1 		$120K Buy
+2,000
New +$109K 0.01% 560

Other funds holding LRCX

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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. 1,704 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.
  • 1,704 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.