AGH Wealth Advisors’s Lam Research LRCX Stock Holding History

AGH 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	$531K	Buy	1,225 +246	+25%	+$74.7K	0.34%	60
2026 Q1	$209K	Buy	+979	New	+$219K	0.15%	117

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

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

AGH Wealth Advisors increased its Lam Research (LRCX) stake by 25% in Q2 2026, buying an estimated $74.7K and bringing the position to 1,225 shares worth $531K. The position accounts for 0.34% of the portfolio, ranked #60.

AGH Wealth Advisors first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

AGH Wealth Advisors held 1,225 shares of Lam Research worth $531K as of Q2 2026.
AGH Wealth Advisors bought 246 Lam Research shares in Q2 2026, an estimated $74.7K.
Lam Research made up 0.34% of AGH Wealth Advisors's portfolio in Q2 2026, its #60 holding.
AGH Wealth Advisors first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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