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Wellspring Financial Advisors’s Lam Research LRCX Stock Holding History

Wellspring Financial 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 		$1.91M Buy
4,414
+578
+15% +$175K 0.13% 68
2026
Q1 		$820K Buy
3,836
+1,773
+86% +$396K 0.06% 118
2025
Q4 		$353K Buy
+2,063
New +$321K 0.03% 178

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 Teachers Retirement System (NYSTRS)
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
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
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

Wellspring Financial Advisors's LRCX Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Lam Research (LRCX) stake by 15% in Q2 2026, buying an estimated $175K and bringing the position to 4,414 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #68.

Wellspring Financial Advisors first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Wellspring Financial Advisors held 4,414 shares of Lam Research worth $1.91M as of Q2 2026.
  • Wellspring Financial Advisors bought 578 Lam Research shares in Q2 2026, an estimated $175K.
  • Lam Research made up 0.13% of Wellspring Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Wellspring Financial Advisors first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.