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Verdence Capital Advisors’s Lam Research LRCX Stock Holding History

Verdence Capital 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 		$4.55M Sell
10,489
-2,514
-19% -$763K 0.24% 97
2026
Q1 		$2.78M Buy
13,003
+1,591
+14% +$356K 0.16% 132
2025
Q4 		$1.95M Buy
11,412
+337
+3% +$52.4K 0.12% 171
2025
Q3 		$1.74M Buy
11,075
+188
+2% +$19.9K 0.1% 201
2025
Q2 		$1.06M Buy
10,887
+245
+2% +$19.4K 0.07% 252
2025
Q1 		$774K Buy
10,642
+110
+1% +$8.66K 0.06% 283
2024
Q4 		$761K Sell
10,532
-128
-1% -$9.71K 0.06% 288
2024
Q3 		$870K Buy
10,660
+760
+8% +$66.1K 0.07% 276
2024
Q2 		$1.05M Buy
9,900
+10
+0.1% +$959 0.09% 234
2024
Q1 		$961K Sell
9,890
-120
-1% -$10.6K 0.09% 237
2023
Q4 		$784K Buy
10,010
+100
+1% +$6.82K 0.08% 254
2023
Q3 		$621K Buy
+9,910
New +$651K 0.07% 286
2021
Q4 		– Sell
-12,200
Closed -$694K – 526
2021
Q3 		$694K Sell
12,200
-6,870
-36% -$418K 0.09% 220
2021
Q2 		$1.24M Sell
19,070
-5,100
-21% -$322K 0.17% 135
2021
Q1 		$1.44M Sell
24,170
-4,150
-15% -$226K 0.24% 107
2020
Q4 		$1.34M Sell
28,320
-10
-0% -$421 0.25% 103
2020
Q3 		$940K Hold
28,330
– – 0.22% 115
2020
Q2 		$916K Buy
+28,330
New +$773K 0.23% 115
2020
Q1 		– Sell
-7,580
Closed -$222K – 332
2019
Q4 		$222K Buy
+7,580
New +$201K 0.05% 283

Other funds holding LRCX

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Verdence Capital Advisors's LRCX Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Lam Research (LRCX) stake by 19% in Q2 2026, selling an estimated $763K and leaving 10,489 shares worth $4.55M. The position accounts for 0.24% of the portfolio, ranked #97.

Verdence Capital Advisors first reported a position in LRCX in Q4 2019 and has held it in 19 quarters since. 1,483 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Verdence Capital Advisors held 10,489 shares of Lam Research worth $4.55M as of Q2 2026.
  • Verdence Capital Advisors sold 2,514 Lam Research shares in Q2 2026, an estimated $763K.
  • Lam Research made up 0.24% of Verdence Capital Advisors's portfolio in Q2 2026, its #97 holding.
  • Verdence Capital Advisors first reported a position in Lam Research in Q4 2019 and has held it in 19 quarters since.
  • 1,483 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.