Westover Capital Advisors’s Lam Research LRCX Stock Holding History

Westover Capital 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	$3.57M	Buy	8,232 +232	+3%	+$70.4K	0.59%	44
2026 Q1	$1.71M	Hold	8,000	–	–	0.31%	66
2025 Q4	$1.37M	Hold	8,000	–	–	0.25%	79
2025 Q3	$1.07M	Hold	8,000	–	–	0.2%	97
2025 Q2	$779K	Hold	8,000	–	–	0.16%	113
2025 Q1	$582K	Hold	8,000	–	–	0.13%	129
2024 Q4	$578K	Hold	8,000	–	–	0.13%	131
2024 Q3	$653K	Hold	8,000	–	–	0.13%	119
2024 Q2	$852K	Buy	+8,000	New	+$767K	0.22%	95
2018 Q3	–	Sell	-57,720	Closed	-$998K	–	118
2018 Q2	$998K	Sell	57,720 -6,340	-10%	-$122K	0.54%	58
2018 Q1	$1.3M	Buy	64,060 +8,620	+16%	+$171K	0.71%	47
2017 Q4	$1.02M	Buy	55,440 +40,670	+275%	+$799K	0.56%	57
2017 Q3	$273K	Buy	+14,770	New	+$240K	0.16%	102

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westover Capital Advisors's LRCX Position: Q2 2026 in Review

Westover Capital Advisors increased its Lam Research (LRCX) stake by 2.9% in Q2 2026, buying an estimated $70.4K and bringing the position to 8,232 shares worth $3.57M. The position accounts for 0.59% of the portfolio, ranked #44.

Westover Capital Advisors first reported a position in LRCX in Q3 2017 and has held it in 13 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Westover Capital Advisors held 8,232 shares of Lam Research worth $3.57M as of Q2 2026.
Westover Capital Advisors bought 232 Lam Research shares in Q2 2026, an estimated $70.4K.
Lam Research made up 0.59% of Westover Capital Advisors's portfolio in Q2 2026, its #44 holding.
Westover Capital Advisors first reported a position in Lam Research in Q3 2017 and has held it in 13 quarters since.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.