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BIP Wealth’s Lam Research LRCX Stock Holding History

BIP Wealth’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 		$2.17M Buy
5,010
+639
+15% +$194K 0.06% 180
2026
Q1 		$934K Sell
4,371
-841
-16% -$188K 0.04% 207
2025
Q4 		$892K Buy
5,212
+3,422
+191% +$532K 0.03% 225
2025
Q3 		$240K Buy
+1,790
New +$190K 0.01% 272

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

BIP Wealth's LRCX Position: Q2 2026 in Review

BIP Wealth increased its Lam Research (LRCX) stake by 15% in Q2 2026, buying an estimated $194K and bringing the position to 5,010 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #180.

BIP Wealth first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • BIP Wealth held 5,010 shares of Lam Research worth $2.17M as of Q2 2026.
  • BIP Wealth bought 639 Lam Research shares in Q2 2026, an estimated $194K.
  • Lam Research made up 0.06% of BIP Wealth's portfolio in Q2 2026, its #180 holding.
  • BIP Wealth first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.