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Avaii Wealth Management’s Lam Research LRCX Stock Holding History

Avaii 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 		$557K Sell
1,286
-125
-9% -$37.9K 0.16% 81
2026
Q1 		$301K Sell
1,411
-9
-0.6% -$2.01K 0.11% 117
2025
Q4 		$243K Sell
1,420
-95
-6% -$14.8K 0.09% 134
2025
Q3 		$203K Buy
+1,515
New +$160K 0.08% 148
2024
Q3 		– Sell
-2,120
Closed -$226K – 143
2024
Q2 		$226K Sell
2,120
-400
-16% -$38.4K 0.13% 131
2024
Q1 		$244K Sell
2,520
-320
-11% -$28.2K 0.14% 123
2023
Q4 		$222K Buy
+2,840
New +$194K 0.14% 130
2023
Q3 		– Sell
-3,200
Closed -$206K – 145
2023
Q2 		$206K Buy
+3,200
New +$180K 0.16% 137

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

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

Avaii Wealth Management reduced its Lam Research (LRCX) stake by 8.9% in Q2 2026, selling an estimated $37.9K and leaving 1,286 shares worth $557K. The position accounts for 0.16% of the portfolio, ranked #81.

Avaii Wealth Management first reported a position in LRCX in Q2 2023 and has held it in 8 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Avaii Wealth Management held 1,286 shares of Lam Research worth $557K as of Q2 2026.
  • Avaii Wealth Management sold 125 Lam Research shares in Q2 2026, an estimated $37.9K.
  • Lam Research made up 0.16% of Avaii Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Avaii Wealth Management first reported a position in Lam Research in Q2 2023 and has held it in 8 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.