Wealth Enhancement Advisory Services’s Lam Research LRCX Stock Holding History

Wealth Enhancement Advisory Services’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	$1.6M	Buy	+4,900	New	+$1.49M	﹤0.01%	1732
2026 Q1	–	Sell	-13,400	Closed	-$142K	–	3764
2025 Q4	$142K	Buy	+13,400	New	+$2.08M	﹤0.01%	3363

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

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's LRCX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Lam Research (LRCX) stake by 8.3% in Q2 2026, selling an estimated $27M and leaving 986,841 shares worth $323M. The position accounts for 0.54% of the portfolio, ranked #29.

Wealth Enhancement Advisory Services first reported a position in LRCX in Q1 2015 and has held it in 23 quarters since. The position peaked at $401M in Q4 2025. 990 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wealth Enhancement Advisory Services held 986,841 shares of Lam Research worth $323M as of Q2 2026.
Wealth Enhancement Advisory Services sold 88,884 Lam Research shares in Q2 2026, an estimated $27M.
Lam Research made up 0.54% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #29 holding.
Wealth Enhancement Advisory Services first reported a position in Lam Research in Q1 2015 and has held it in 23 quarters since.
Wealth Enhancement Advisory Services's Lam Research position peaked at $401M in Q4 2025.
990 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.