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Able Wealth Management’s Lam Research LRCX Stock Holding History

Able Wealth Management’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 		$291K Buy
+671
New +$204K 0.07% 112
2024
Q1 		– Sell
-110
Closed -$8.76K – 364
2023
Q4 		$8.76K Buy
+110
New +$7.5K 0.01% 294

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

Able Wealth Management's LRCX Position: Q2 2026 in Review

Able Wealth Management opened a new position in Lam Research (LRCX) in Q2 2026: 671 shares worth $291K. The stake represents 0.07% of the portfolio and ranks #112 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in LRCX as recently as Q4 2023.

Able Wealth Management first reported a position in LRCX in Q4 2023 and has held it in 2 quarters since. 3,132 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Able Wealth Management held 671 shares of Lam Research worth $291K as of Q2 2026.
  • Lam Research was a new Able Wealth Management position in Q2 2026.
  • Lam Research made up 0.07% of Able Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Able Wealth Management first reported a position in Lam Research in Q4 2023 and has held it in 2 quarters since.
  • 3,132 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.