Waverly Advisors’s Lam Research LRCX Stock Holding History

Waverly 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	$40.7M	Buy	93,909 +65,089	+226%	+$19.8M	0.24%	90
2026 Q1	$6.16M	Buy	28,820 +5,617	+24%	+$1.26M	0.05%	358
2025 Q4	$3.97M	Buy	23,203 +14,597	+170%	+$2.27M	0.03%	421
2025 Q3	$1.15M	Buy	8,606 +1,157	+16%	+$123K	0.01%	606
2025 Q2	$725K	Sell	7,449 -484	-6%	-$38.4K	0.01%	699
2025 Q1	$577K	Buy	7,933 +680	+9%	+$53.5K	0.01%	734
2024 Q4	$524K	Buy	7,253 +1,633	+29%	+$124K	0.01%	672
2024 Q3	$459K	Sell	5,620 -3,650	-39%	-$317K	0.01%	604
2024 Q2	$987K	Buy	9,270 +230	+3%	+$22.1K	0.02%	435
2024 Q1	$878K	Buy	9,040 +3,500	+63%	+$308K	0.02%	389
2023 Q4	$434K	Buy	5,540 +350	+7%	+$23.9K	0.02%	316
2023 Q3	$325K	Buy	+5,190	New	+$341K	0.01%	312
2015 Q4	–	Sell	-3,430	Closed	-$22K	–	279
2015 Q3	$22K	Buy	+3,430	New	+$25.1K	0.02%	253

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's LRCX Position: Q2 2026 in Review

Waverly Advisors increased its Lam Research (LRCX) stake by 226% in Q2 2026, buying an estimated $19.8M and bringing the position to 93,909 shares worth $40.7M. The position accounts for 0.24% of the portfolio, ranked #90.

Waverly Advisors first reported a position in LRCX in Q3 2015 and has held it in 13 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Waverly Advisors held 93,909 shares of Lam Research worth $40.7M as of Q2 2026.
Waverly Advisors bought 65,089 Lam Research shares in Q2 2026, an estimated $19.8M.
Lam Research made up 0.24% of Waverly Advisors's portfolio in Q2 2026, its #90 holding.
Waverly Advisors first reported a position in Lam Research in Q3 2015 and has held it in 13 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.