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Alvarez & Marsal Private Wealth Partners’s Lam Research LRCX Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$934K Sell
2,154
-271
-11% -$82.3K 0.12% 38
2026
Q1 		$519K Buy
2,425
+1,865
+333% +$417K 0.07% 63
2025
Q4 		$96K Buy
+560
New +$87.1K 0.02% 93

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

Alvarez & Marsal Private Wealth Partners's LRCX Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Lam Research (LRCX) stake by 11% in Q2 2026, selling an estimated $82.3K and leaving 2,154 shares worth $934K. The position accounts for 0.12% of the portfolio, ranked #38.

Alvarez & Marsal Private Wealth Partners 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.

  • Alvarez & Marsal Private Wealth Partners held 2,154 shares of Lam Research worth $934K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 271 Lam Research shares in Q2 2026, an estimated $82.3K.
  • Lam Research made up 0.12% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Alvarez & Marsal Private Wealth Partners 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 Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.