WFA
LRCX icon

West Financial Advisors’s Lam Research LRCX Stock Holding History

West 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 		$108K Hold
250
– – 0.02% 83
2026
Q1 		$53.4K Hold
250
– – 0.01% 94
2025
Q4 		$42.8K Hold
250
– – 0.01% 101
2025
Q3 		$33.5K Hold
250
– – 0.01% 118
2025
Q2 		$24.3K Hold
250
– – ﹤0.01% 132
2025
Q1 		$18.2K Hold
250
– – ﹤0.01% 135
2024
Q4 		$18.1K Buy
+250
New +$19K ﹤0.01% 134

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
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 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

West Financial Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 250 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #83.

West Financial Advisors first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 1,184 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • West Financial Advisors held 250 shares of Lam Research worth $108K as of Q2 2026.
  • West Financial Advisors left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • West Financial Advisors first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.