Valued Wealth Advisors’s Lam Research LRCX Stock Holding History

Valued Wealth 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
2026 Q2	$273K	Buy	630 +41	+7%	+$12.4K	0.1%	45
2026 Q1	$126K	Buy	589 +43	+8%	+$9.61K	0.05%	56
2025 Q4	$93.5K	Buy	546 +91	+20%	+$14.2K	0.04%	62
2025 Q3	$61.1K	Buy	455 +21	+5%	+$2.22K	0.03%	77
2025 Q2	$42.3K	Sell	434 -481	-53%	-$38.1K	0.02%	95
2025 Q1	$66.7K	Buy	915 +215	+31%	+$16.9K	0.04%	72
2024 Q4	$50.7K	Buy	700 +20	+3%	+$1.52K	0.03%	84
2024 Q3	$55.6K	Sell	680 -200	-23%	-$17.4K	0.04%	71
2024 Q2	$93.8K	Buy	880 +200	+29%	+$19.2K	0.06%	46
2024 Q1	$66.2K	Buy	680 +300	+79%	+$26.4K	0.05%	57
2023 Q4	$23.9K	Buy	+380	New	+$25.9K	0.02%	78

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

Valued Wealth Advisors's LRCX Position: Q2 2026 in Review

Valued Wealth Advisors increased its Lam Research (LRCX) stake by 7% in Q2 2026, buying an estimated $12.4K and bringing the position to 630 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #45.

Valued Wealth Advisors first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Valued Wealth Advisors held 630 shares of Lam Research worth $273K as of Q2 2026.
Valued Wealth Advisors bought 41 Lam Research shares in Q2 2026, an estimated $12.4K.
Lam Research made up 0.1% of Valued Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Valued Wealth Advisors first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.