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Blue Zone Wealth Advisors’s Lam Research LRCX Stock Holding History

Blue Zone Wealth Advisors’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 		$594K Hold
1,370
– – 0.1% 76
2026
Q1 		$293K Sell
1,370
-110
-7% -$24.6K 0.06% 107
2025
Q4 		$253K Buy
+1,480
New +$230K 0.05% 122

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

Blue Zone Wealth Advisors's LRCX Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Lam Research (LRCX) position steady in Q2 2026 at 1,370 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #76.

Blue Zone Wealth Advisors 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.

  • Blue Zone Wealth Advisors held 1,370 shares of Lam Research worth $594K as of Q2 2026.
  • Blue Zone Wealth Advisors left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.1% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.