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Birchwood Financial Partners’s Lam Research LRCX Stock Holding History

Birchwood Financial 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 		$1.07M Sell
2,475
-33
-1% -$10K 0.88% 29
2026
Q1 		$536K Sell
2,508
-182
-7% -$40.7K 0.52% 46
2025
Q4 		$460K Buy
+2,690
New +$418K 0.46% 50

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

Birchwood Financial Partners's LRCX Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Lam Research (LRCX) stake by 1.3% in Q2 2026, selling an estimated $10K and leaving 2,475 shares worth $1.07M. The position accounts for 0.88% of the portfolio, ranked #29.

Birchwood Financial Partners first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Birchwood Financial Partners held 2,475 shares of Lam Research worth $1.07M as of Q2 2026.
  • Birchwood Financial Partners sold 33 Lam Research shares in Q2 2026, an estimated $10K.
  • Lam Research made up 0.88% of Birchwood Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Birchwood Financial Partners first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.