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Balboa Wealth Partners’s Lam Research LRCX Stock Holding History

Balboa 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 		$948K Buy
2,187
+83
+4% +$25.2K 0.13% 135
2026
Q1 		$450K Sell
2,104
-630
-23% -$141K 0.08% 218
2025
Q4 		$468K Buy
+2,734
New +$425K 0.08% 203
2024
Q3 		– Sell
-2,820
Closed -$300K – 360
2024
Q2 		$300K Sell
2,820
-1,110
-28% -$106K 0.08% 191
2024
Q1 		$382K Buy
3,930
+640
+19% +$56.3K 0.11% 137
2023
Q4 		$258K Sell
3,290
-1,040
-24% -$70.9K 0.09% 180
2023
Q3 		$271K Sell
4,330
-140
-3% -$9.2K 0.1% 173
2023
Q2 		$287K Sell
4,470
-2,370
-35% -$134K 0.1% 169
2023
Q1 		$363K Buy
6,840
+1,560
+30% +$76.6K 0.14% 139
2022
Q4 		$222K Buy
+5,280
New +$221K 0.1% 199

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

Balboa Wealth Partners's LRCX Position: Q2 2026 in Review

Balboa Wealth Partners increased its Lam Research (LRCX) stake by 3.9% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,187 shares worth $948K. The position accounts for 0.13% of the portfolio, ranked #135.

Balboa Wealth Partners first reported a position in LRCX in Q4 2022 and has held it in 10 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Balboa Wealth Partners held 2,187 shares of Lam Research worth $948K as of Q2 2026.
  • Balboa Wealth Partners bought 83 Lam Research shares in Q2 2026, an estimated $25.2K.
  • Lam Research made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Balboa Wealth Partners first reported a position in Lam Research in Q4 2022 and has held it in 10 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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