Affinity Wealth Management’s Lam Research LRCX Stock Holding History

Affinity 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	$1.46M	Hold	3,370	–	–	0.19%	41
2026 Q1	$720K	Hold	3,370	–	–	0.11%	48
2025 Q4	$577K	Hold	3,370	–	–	0.08%	56
2025 Q3	$451K	Hold	3,370	–	–	0.07%	61
2025 Q2	$328K	Hold	3,370	–	–	0.05%	74
2025 Q1	$245K	Hold	3,370	–	–	0.05%	86
2024 Q4	$243K	Sell	3,370 -990	-23%	-$75.1K	0.04%	92
2024 Q3	$356K	Hold	4,360	–	–	0.06%	73
2024 Q2	$464K	Hold	4,360	–	–	0.08%	61
2024 Q1	$424K	Sell	4,360 -400	-8%	-$35.2K	0.08%	64
2023 Q4	$373K	Hold	4,760	–	–	0.08%	65
2023 Q3	$298K	Hold	4,760	–	–	0.07%	76
2023 Q2	$306K	Buy	4,760 +530	+13%	+$29.9K	0.07%	78
2023 Q1	$224K	Buy	+4,230	New	+$208K	0.05%	102
2022 Q2	–	Sell	-4,270	Closed	-$201K	–	107
2022 Q1	$201K	Hold	4,270	–	–	0.04%	103
2021 Q4	$283K	Hold	4,270	–	–	0.06%	92
2021 Q3	$235K	Hold	4,270	–	–	0.05%	107
2021 Q2	$272K	Hold	4,270	–	–	0.05%	84
2021 Q1	$262K	Hold	4,270	–	–	0.05%	83
2020 Q4	$248K	Buy	+4,270	New	+$180K	0.05%	83
2020 Q1	–	Sell	-8,650	Closed	-$253K	–	79
2019 Q4	$253K	Buy	+8,650	New	+$230K	0.09%	85

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

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

Affinity Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 3,370 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #41.

Affinity Wealth Management first reported a position in LRCX in Q4 2019 and has held it in 21 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Affinity Wealth Management held 3,370 shares of Lam Research worth $1.46M as of Q2 2026.
Affinity Wealth Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.19% of Affinity Wealth Management's portfolio in Q2 2026, its #41 holding.
Affinity Wealth Management first reported a position in Lam Research in Q4 2019 and has held it in 21 quarters since.
3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.