AWA
LRCX icon

Acumen Wealth Advisors’s Lam Research LRCX Stock Holding History

Acumen Wealth 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 		$10.2M Sell
23,460
-12,725
-35% -$3.86M 2.16% 16
2026
Q1 		$7.74M Sell
36,185
-14,866
-29% -$3.32M 2.08% 14
2025
Q4 		$8.75M Buy
+51,051
New +$7.94M 2.52% 9

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

Acumen Wealth Advisors's LRCX Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Lam Research (LRCX) stake by 35% in Q2 2026, selling an estimated $3.86M and leaving 23,460 shares worth $10.2M. The position accounts for 2.16% of the portfolio, ranked #16.

Acumen Wealth Advisors first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Acumen Wealth Advisors held 23,460 shares of Lam Research worth $10.2M as of Q2 2026.
  • Acumen Wealth Advisors sold 12,725 Lam Research shares in Q2 2026, an estimated $3.86M.
  • Lam Research made up 2.16% of Acumen Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Acumen Wealth Advisors first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.