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Advus Financial Partners, LLC’s Lam Research LRCX Stock Holding History

Advus Financial Partners, LLC’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 		$1.55M Buy
3,578
+34
+1% +$10.3K 0.35% 57
2026
Q1 		$757K Buy
3,544
+317
+10% +$70.9K 0.19% 92
2025
Q4 		$552K Buy
3,227
+568
+21% +$88.3K 0.13% 109
2025
Q3 		$356K Sell
2,659
-164
-6% -$17.4K 0.09% 170
2025
Q2 		$275K Sell
2,823
-632
-18% -$50.1K 0.07% 204
2025
Q1 		$251K Buy
3,455
+140
+4% +$11K 0.07% 206
2024
Q4 		$239K Buy
+3,315
New +$251K 0.07% 204

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners, LLC's LRCX Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Lam Research (LRCX) stake by 0.96% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,578 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #57.

Advus Financial Partners, LLC first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Advus Financial Partners, LLC held 3,578 shares of Lam Research worth $1.55M as of Q2 2026.
  • Advus Financial Partners, LLC bought 34 Lam Research shares in Q2 2026, an estimated $10.3K.
  • Lam Research made up 0.35% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #57 holding.
  • Advus Financial Partners, LLC first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.