Valley National Advisers’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 | $25.6M | Sell |
59,166
-1,259
| -2% | -$382K | 2.85% | 10 |
|
|
2026
Q1 | $12.9M | Buy |
60,425
+104
| +0.2% | +$23.3K | 1.67% | 14 |
|
|
2025
Q4 | $10.3M | Buy |
60,321
+302
| +0.5% | +$47K | 1.43% | 13 |
|
|
2025
Q3 | $8.04M | Buy |
60,019
+16,747
| +39% | +$1.77M | 1.24% | 14 |
|
|
2025
Q2 | $4.21M | Sell |
43,272
-1,154
| -3% | -$91.5K | 0.69% | 26 |
|
|
2025
Q1 | $3.23M | Sell |
44,426
-2,976
| -6% | -$234K | 0.58% | 34 |
|
|
2024
Q4 | $3.42M | Sell |
47,402
-3,438
| -7% | -$261K | 0.61% | 32 |
|
|
2024
Q3 | $4.15M | Sell |
50,840
-48,960
| -49% | -$4.26M | 0.75% | 25 |
|
|
2024
Q2 | $10.6M | Sell |
99,800
-3,640
| -4% | -$349K | 1.58% | 12 |
|
|
2024
Q1 | $10M | Sell |
103,440
-5,710
| -5% | -$502K | 1.52% | 13 |
|
|
2023
Q4 | $8.55M | Sell |
109,150
-6,890
| -6% | -$470K | 1.36% | 16 |
|
|
2023
Q3 | $7.27M | Sell |
116,040
-7,180
| -6% | -$472K | 1.27% | 18 |
|
|
2023
Q2 | $7.92M | Sell |
123,220
-5,100
| -4% | -$287K | 1.33% | 17 |
|
|
2023
Q1 | $6.6M | Buy |
128,320
+2,220
| +2% | +$109K | 1.16% | 20 |
|
|
2022
Q4 | $5.86M | Sell |
126,100
-790
| -0.6% | -$33K | 1.05% | 24 |
|
|
2022
Q3 | $4.09M | Sell |
126,890
-5,900
| -4% | -$263K | 0.85% | 26 |
|
|
2022
Q2 | $5.51M | Buy |
132,790
+72,520
| +120% | +$3.45M | 1.16% | 19 |
|
|
2022
Q1 | $3.24M | Buy |
60,270
+27,150
| +82% | +$1.58M | 0.62% | 37 |
|
|
2021
Q4 | $2.38M | Buy |
33,120
+9,860
| +42% | +$618K | 0.44% | 58 |
|
|
2021
Q3 | $1.32M | Buy |
23,260
+3,460
| +17% | +$210K | 0.24% | 99 |
|
|
2021
Q2 | $1.29M | Sell |
19,800
-560
| -3% | -$35.4K | 0.24% | 98 |
|
|
2021
Q1 | $1.21M | Sell |
20,360
-50
| -0.2% | -$2.72K | 0.24% | 99 |
|
|
2020
Q4 | $964K | Buy |
20,410
+5,160
| +34% | +$217K | 0.2% | 105 |
|
|
2020
Q3 | $506K | Buy |
15,250
+11,090
| +267% | +$382K | 0.12% | 128 |
|
|
2020
Q2 | $135K | Buy |
4,160
+3,790
| +1,024% | +$103K | 0.03% | 200 |
|
|
2020
Q1 | $9K | Buy |
370
+110
| +42% | +$3.17K | ﹤0.01% | 476 |
|
|
2019
Q4 | $8K | Hold |
260
| – | – | ﹤0.01% | 553 |
|
|
2019
Q3 | $6K | Hold |
260
| – | – | ﹤0.01% | 571 |
|
|
2019
Q2 | $5K | Hold |
260
| – | – | ﹤0.01% | 554 |
|
|
2019
Q1 | $5K | Hold |
260
| – | – | ﹤0.01% | 556 |
|
|
2018
Q4 | $4K | Buy |
260
+50
| +24% | +$717 | ﹤0.01% | 559 |
|
|
2018
Q3 | $3K | Buy |
210
+120
| +133% | +$2.05K | ﹤0.01% | 561 |
|
|
2018
Q2 | $2K | Buy |
+90
| New | +$1.73K | ﹤0.01% | 570 |
|
|
2017
Q1 | – | Sell |
-480
| Closed | -$5K | – | 641 |
|
|
2016
Q4 | $5K | Hold |
480
| – | – | ﹤0.01% | 487 |
|
|
2016
Q3 | $5K | Hold |
480
| – | – | ﹤0.01% | 453 |
|
|
2016
Q2 | $4K | Hold |
480
| – | – | ﹤0.01% | 471 |
|
|
2016
Q1 | $4K | Hold |
480
| – | – | ﹤0.01% | 463 |
|
|
2015
Q4 | $4K | Hold |
480
| – | – | ﹤0.01% | 470 |
|
|
2015
Q3 | $3K | Hold |
480
| – | – | ﹤0.01% | 497 |
|
|
2015
Q2 | $4K | Hold |
480
| – | – | ﹤0.01% | 470 |
|
|
2015
Q1 | $3K | Buy |
+480
| New | +$3.79K | ﹤0.01% | 477 |
|
Other funds holding LRCX
Valley National Advisers's LRCX Position: Q2 2026 in Review
Valley National Advisers reduced its Lam Research (LRCX) stake by 2.1% in Q2 2026, selling an estimated $382K and leaving 59,166 shares worth $25.6M. The position accounts for 2.85% of the portfolio, ranked #10.
Valley National Advisers first reported a position in LRCX in Q1 2015 and has held it in 41 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Valley National Advisers held 59,166 shares of Lam Research worth $25.6M as of Q2 2026.
- Valley National Advisers sold 1,259 Lam Research shares in Q2 2026, an estimated $382K.
- Lam Research made up 2.85% of Valley National Advisers's portfolio in Q2 2026, its #10 holding.
- Valley National Advisers first reported a position in Lam Research in Q1 2015 and has held it in 41 quarters since.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.