BWL
LRCX icon

Bogart Wealth LLC’s Lam Research LRCX Stock Holding History

Bogart Wealth LLC’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 		$783K Buy
1,807
+177
+11% +$53.7K 0.03% 148
2026
Q1 		$348K Buy
1,630
+22
+1% +$4.92K 0.01% 203
2025
Q4 		$275K Buy
1,608
+13
+0.8% +$2.02K 0.01% 224
2025
Q3 		$214K Buy
1,595
+33
+2% +$3.49K 0.01% 242
2025
Q2 		$152K Buy
1,562
+9
+0.6% +$714 0.01% 273
2025
Q1 		$113K Buy
1,553
+3
+0.2% +$236 0.01% 292
2024
Q4 		$112K Hold
1,550
– – 0.01% 299
2024
Q3 		$126K Hold
1,550
– – 0.01% 278
2024
Q2 		$165K Buy
1,550
+10
+0.6% +$959 0.01% 225
2024
Q1 		$150K Hold
1,540
– – 0.01% 224
2023
Q4 		$121K Sell
1,540
-130
-8% -$8.86K 0.01% 239
2023
Q3 		$105K Buy
1,670
+130
+8% +$8.54K 0.01% 246
2023
Q2 		$99K Hold
1,540
– – 0.01% 243
2023
Q1 		$81.6K Buy
1,540
+320
+26% +$15.7K 0.01% 252
2022
Q4 		$51.3K Hold
1,220
– – ﹤0.01% 297
2022
Q3 		$45K Hold
1,220
– – ﹤0.01% 309
2022
Q2 		$52K Hold
1,220
– – ﹤0.01% 281
2022
Q1 		$66K Buy
+1,220
New +$71K 0.01% 249

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

Bogart Wealth LLC's LRCX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $53.7K and bringing the position to 1,807 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #148.

Bogart Wealth LLC first reported a position in LRCX in Q1 2022 and has held it in 18 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bogart Wealth LLC held 1,807 shares of Lam Research worth $783K as of Q2 2026.
  • Bogart Wealth LLC bought 177 Lam Research shares in Q2 2026, an estimated $53.7K.
  • Lam Research made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #148 holding.
  • Bogart Wealth LLC first reported a position in Lam Research in Q1 2022 and has held it in 18 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.