West Michigan Advisors’s Lam Research LRCX Stock Holding History

West Michigan 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	$1.08M	Hold	5,058	–	–	0.24%	103
2026 Q1	$1.08M	Sell	5,058 -1,261	-20%	-$282K	0.24%	103
2025 Q4	$1.08M	Buy	6,319 +3,144	+99%	+$489K	0.25%	100
2025 Q3	$426K	Sell	3,175 -231	-7%	-$24.5K	0.1%	163
2025 Q2	$332K	Sell	3,406 -319	-9%	-$25.3K	0.09%	157
2025 Q1	$272K	Buy	+3,725	New	+$293K	0.09%	160

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

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

West Michigan Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 5,058 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #103.

West Michigan Advisors first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

West Michigan Advisors held 5,058 shares of Lam Research worth $1.08M as of Q2 2026.
West Michigan Advisors left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.24% of West Michigan Advisors's portfolio in Q2 2026, its #103 holding.
West Michigan Advisors first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
West Michigan Advisors's Lam Research position peaked at $1.08M in Q4 2025.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.