Values Added Financial’s Lam Research LRCX Stock Holding History

Values Added Financial’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	$307K	Buy	+709	New	+$215K	0.11%	109

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Values Added Financial's LRCX Position: Q2 2026 in Review

Values Added Financial opened a new position in Lam Research (LRCX) in Q2 2026: 709 shares worth $307K. The stake represents 0.11% of the portfolio and ranks #109 among its holdings.

1,282 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Values Added Financial held 709 shares of Lam Research worth $307K as of Q2 2026.
Lam Research was a new Values Added Financial position in Q2 2026.
Lam Research made up 0.11% of Values Added Financial's portfolio in Q2 2026, its #109 holding.
1,282 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.