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Berger Financial Group’s Lam Research LRCX Stock Holding History

Berger Financial Group’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 		$1.04M Sell
2,403
-32
-1% -$9.71K 0.05% 209
2026
Q1 		$520K Buy
2,435
+52
+2% +$11.6K 0.03% 288
2025
Q4 		$408K Buy
2,383
+3
+0.1% +$467 0.02% 318
2025
Q3 		$319K Buy
2,380
+104
+5% +$11K 0.02% 344
2025
Q2 		$222K Buy
+2,276
New +$181K 0.01% 389
2024
Q4 		– Sell
-2,570
Closed -$209K – 425
2024
Q3 		$209K Buy
2,570
+140
+6% +$12.2K 0.02% 378
2024
Q2 		$258K Buy
2,430
+40
+2% +$3.84K 0.02% 313
2024
Q1 		$232K Buy
+2,390
New +$210K 0.02% 326

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 $3.38T AUM 44.17% 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

Berger Financial Group's LRCX Position: Q2 2026 in Review

Berger Financial Group reduced its Lam Research (LRCX) stake by 1.3% in Q2 2026, selling an estimated $9.71K and leaving 2,403 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #209.

Berger Financial Group first reported a position in LRCX in Q1 2024 and has held it in 8 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Berger Financial Group held 2,403 shares of Lam Research worth $1.04M as of Q2 2026.
  • Berger Financial Group sold 32 Lam Research shares in Q2 2026, an estimated $9.71K.
  • Lam Research made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #209 holding.
  • Berger Financial Group first reported a position in Lam Research in Q1 2024 and has held it in 8 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.