Valmark 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
$701K Buy
1,617
+158
+11% +$48K 0.01% 432
2026
Q1
$312K Buy
1,459
+97
+7% +$21.7K ﹤0.01% 569
2025
Q4
$233K Buy
+1,362
New +$212K ﹤0.01% 606
2024
Q3
Sell
-1,890
Closed -$201K 590
2024
Q2
$201K Buy
+1,890
New +$181K ﹤0.01% 551

Other funds holding LRCX

Valmark Advisers's LRCX Position: Q2 2026 in Review

Valmark Advisers increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $48K and bringing the position to 1,617 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #432.

Valmark Advisers first reported a position in LRCX in Q2 2024 and has held it in 4 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Valmark Advisers held 1,617 shares of Lam Research worth $701K as of Q2 2026.
  • Valmark Advisers bought 158 Lam Research shares in Q2 2026, an estimated $48K.
  • Lam Research made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #432 holding.
  • Valmark Advisers first reported a position in Lam Research in Q2 2024 and has held it in 4 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.