AE Wealth Management’s Lam Research LRCX Stock Holding History

AE 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
2018 Q4	–	Sell	-10,000	Closed	-$12K	–	552
2018 Q3	$12K	Buy	+10,000	New	+$171K	﹤0.01%	594

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AE Wealth Management reduced its Lam Research (LRCX) stake by 20% in Q2 2026, selling an estimated $15M and leaving 196,200 shares worth $85M. The position accounts for 0.4% of the portfolio, ranked #63.

AE Wealth Management first reported a position in LRCX in Q4 2017 and has held it in 32 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

AE Wealth Management held 196,200 shares of Lam Research worth $85M as of Q2 2026.
AE Wealth Management sold 49,463 Lam Research shares in Q2 2026, an estimated $15M.
Lam Research made up 0.4% of AE Wealth Management's portfolio in Q2 2026, its #63 holding.
AE Wealth Management first reported a position in Lam Research in Q4 2017 and has held it in 32 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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