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Abound Wealth Management’s Lam Research LRCX Stock Holding History

Abound 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 		$338K Sell
780
-173
-18% -$52.5K 0.07% 66
2026
Q1 		$204K Buy
953
+22
+2% +$4.92K 0.05% 92
2025
Q4 		$159K Buy
931
+60
+7% +$9.33K 0.04% 102
2025
Q3 		$117K Hold
871
– – 0.03% 121
2025
Q2 		$84.7K Buy
871
+29
+3% +$2.3K 0.02% 144
2025
Q1 		$61.2K Sell
842
-80
-9% -$6.3K 0.02% 162
2024
Q4 		$66.6K Buy
922
+2
+0.2% +$152 0.02% 147
2024
Q3 		$75.3K Buy
920
+170
+23% +$14.8K 0.03% 129
2024
Q2 		$80.1K Hold
750
– – 0.03% 107
2024
Q1 		$73.1K Hold
750
– – 0.03% 111
2023
Q4 		$58.7K Buy
750
+20
+3% +$1.36K 0.02% 131
2023
Q3 		$45.8K Hold
730
– – 0.02% 144
2023
Q2 		$46.9K Buy
730
+70
+11% +$3.95K 0.02% 137
2023
Q1 		$35K Hold
660
– – 0.02% 159
2022
Q4 		$27.7K Buy
660
+70
+12% +$2.93K 0.01% 163
2022
Q3 		$21.6K Buy
+590
New +$26.3K 0.01% 178

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

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

Abound Wealth Management reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $52.5K and leaving 780 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #66.

Abound Wealth Management first reported a position in LRCX in Q3 2022 and has held it in 16 quarters since. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Abound Wealth Management held 780 shares of Lam Research worth $338K as of Q2 2026.
  • Abound Wealth Management sold 173 Lam Research shares in Q2 2026, an estimated $52.5K.
  • Lam Research made up 0.07% of Abound Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Abound Wealth Management first reported a position in Lam Research in Q3 2022 and has held it in 16 quarters since.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.