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Advisor OS’s Lam Research LRCX Stock Holding History

Advisor OS’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 		$1.96M Buy
4,525
+927
+26% +$281K 0.13% 121
2026
Q1 		$769K Sell
3,598
-262
-7% -$58.6K 0.06% 218
2025
Q4 		$661K Sell
3,860
-145
-4% -$22.6K 0.05% 238
2025
Q3 		$536K Buy
4,005
+1,032
+35% +$109K 0.05% 253
2025
Q2 		$289K Sell
2,973
-3,826
-56% -$303K 0.03% 358
2025
Q1 		$494K Buy
+6,799
New +$535K 0.06% 237
2024
Q3 		– Sell
-2,390
Closed -$254K – 421
2024
Q2 		$254K Buy
2,390
+10
+0.4% +$959 0.03% 335
2024
Q1 		$231K Buy
+2,380
New +$209K 0.03% 351
2022
Q1 		– Sell
-5,220
Closed -$376K – 228
2021
Q4 		$376K Buy
5,220
+690
+15% +$43.3K 0.08% 195
2021
Q3 		$258K Sell
4,530
-500
-10% -$30.4K 0.06% 201
2021
Q2 		$327K Buy
5,030
+240
+5% +$15.2K 0.07% 182
2021
Q1 		$285K Sell
4,790
-1,140
-19% -$62.1K 0.06% 160
2020
Q4 		$280K Buy
+5,930
New +$249K 0.08% 115
2020
Q3 		– Sell
-11,320
Closed -$366K – 131
2020
Q2 		$366K Buy
+11,320
New +$309K 0.22% 92

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

Advisor OS's LRCX Position: Q2 2026 in Review

Advisor OS increased its Lam Research (LRCX) stake by 26% in Q2 2026, buying an estimated $281K and bringing the position to 4,525 shares worth $1.96M. The position accounts for 0.13% of the portfolio, ranked #121.

Advisor OS first reported a position in LRCX in Q2 2020 and has held it in 14 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Advisor OS held 4,525 shares of Lam Research worth $1.96M as of Q2 2026.
  • Advisor OS bought 927 Lam Research shares in Q2 2026, an estimated $281K.
  • Lam Research made up 0.13% of Advisor OS's portfolio in Q2 2026, its #121 holding.
  • Advisor OS first reported a position in Lam Research in Q2 2020 and has held it in 14 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.