Wealthquest’s Lam Research LRCX Stock Holding History

Wealthquest’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	$1.89M	Buy	4,370 +329	+8%	+$99.9K	0.12%	43
2026 Q1	$863K	Buy	4,041 +205	+5%	+$45.8K	0.06%	61
2025 Q4	$657K	Buy	+3,836	New	+$597K	0.05%	75
2025 Q3	–	Sell	-3,564	Closed	-$347K	–	96
2025 Q2	$347K	Buy	3,564 +38	+1%	+$3.01K	0.03%	96
2025 Q1	$256K	Buy	3,526 +16	+0.5%	+$1.26K	0.02%	108
2024 Q4	$254K	Buy	3,510 +140	+4%	+$10.6K	0.02%	109
2024 Q3	$269K	Hold	3,370	–	–	0.02%	104
2024 Q2	$359K	Hold	3,370	–	–	0.04%	89
2024 Q1	$327K	Buy	3,370 +20	+0.6%	+$1.76K	0.04%	99
2023 Q4	$262K	Buy	+3,350	New	+$228K	0.03%	117

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

Wealthquest's LRCX Position: Q2 2026 in Review

Wealthquest increased its Lam Research (LRCX) stake by 8.1% in Q2 2026, buying an estimated $99.9K and bringing the position to 4,370 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #43.

Wealthquest first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Wealthquest held 4,370 shares of Lam Research worth $1.89M as of Q2 2026.
Wealthquest bought 329 Lam Research shares in Q2 2026, an estimated $99.9K.
Lam Research made up 0.12% of Wealthquest's portfolio in Q2 2026, its #43 holding.
Wealthquest first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.