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Axxcess Wealth Management’s Lam Research LRCX Stock Holding History

Axxcess 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 		$11.7M Buy
27,030
+173
+0.6% +$52.5K 0.19% 116
2026
Q1 		$5.74M Sell
26,857
-5,950
-18% -$1.33M 0.18% 103
2025
Q4 		$5.62M Buy
32,807
+19,142
+140% +$2.98M 0.1% 190
2025
Q3 		$1.83M Buy
13,665
+2,988
+28% +$316K 0.04% 334
2025
Q2 		$1.04M Buy
10,677
+14
+0.1% +$1.11K 0.02% 418
2025
Q1 		$775K Buy
10,663
+2,753
+35% +$217K 0.02% 453
2024
Q4 		$571K Sell
7,910
-2,890
-27% -$219K 0.01% 517
2024
Q3 		$881K Buy
10,800
+2,950
+38% +$256K 0.02% 416
2024
Q2 		$836K Sell
7,850
-11,040
-58% -$1.06M 0.02% 411
2024
Q1 		$1.84M Buy
18,890
+2,250
+14% +$198K 0.05% 262
2023
Q4 		$1.3M Sell
16,640
-1,740
-9% -$119K 0.04% 311
2023
Q3 		$1.15M Buy
18,380
+14,170
+337% +$931K 0.04% 294
2023
Q2 		$271K Sell
4,210
-7,450
-64% -$420K 0.02% 475
2023
Q1 		$618K Buy
11,660
+380
+3% +$18.6K 0.05% 335
2022
Q4 		$474K Buy
+11,280
New +$472K 0.04% 364
2022
Q3 		– Sell
-4,750
Closed -$202K – 586
2022
Q2 		$202K Buy
4,750
+60
+1% +$2.86K 0.02% 496
2022
Q1 		$252K Sell
4,690
-1,810
-28% -$105K 0.02% 522
2021
Q4 		$468K Buy
+6,500
New +$407K 0.03% 376

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

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

Axxcess Wealth Management increased its Lam Research (LRCX) stake by 0.64% in Q2 2026, buying an estimated $52.5K and bringing the position to 27,030 shares worth $11.7M. The position accounts for 0.19% of the portfolio, ranked #116.

Axxcess Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 18 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Axxcess Wealth Management held 27,030 shares of Lam Research worth $11.7M as of Q2 2026.
  • Axxcess Wealth Management bought 173 Lam Research shares in Q2 2026, an estimated $52.5K.
  • Lam Research made up 0.19% of Axxcess Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Axxcess Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 18 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.