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Aprio Wealth Management’s Lam Research LRCX Stock Holding History

Aprio 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 		$3.14M Buy
7,246
+979
+16% +$297K 0.16% 110
2026
Q1 		$1.34M Buy
6,267
+882
+16% +$197K 0.07% 156
2025
Q4 		$999K Buy
5,385
+2,372
+79% +$369K 0.06% 197
2025
Q3 		$403K Buy
3,013
+318
+12% +$33.7K 0.04% 265
2025
Q2 		$262K Buy
+2,695
New +$214K 0.03% 330
2024
Q3 		– Sell
-2,210
Closed -$235K – 295
2024
Q2 		$235K Buy
2,210
+40
+2% +$3.84K 0.04% 211
2024
Q1 		$211K Buy
+2,170
New +$191K 0.04% 216

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

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

Aprio Wealth Management increased its Lam Research (LRCX) stake by 16% in Q2 2026, buying an estimated $297K and bringing the position to 7,246 shares worth $3.14M. The position accounts for 0.16% of the portfolio, ranked #110.

Aprio Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Aprio Wealth Management held 7,246 shares of Lam Research worth $3.14M as of Q2 2026.
  • Aprio Wealth Management bought 979 Lam Research shares in Q2 2026, an estimated $297K.
  • Lam Research made up 0.16% of Aprio Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Aprio Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.