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BOK Financial Private Wealth’s Lam Research LRCX Stock Holding History

BOK Financial Private 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 		$228K Buy
526
+94
+22% +$28.5K 0.01% 174
2026
Q1 		$92.4K Buy
432
+32
+8% +$7.16K 0.01% 221
2025
Q4 		$68.6K Hold
400
– – ﹤0.01% 255
2025
Q3 		$53.7K Hold
400
– – ﹤0.01% 247
2025
Q2 		$39K Hold
400
– – ﹤0.01% 263
2025
Q1 		$29.8K Sell
400
-33
-8% -$2.6K ﹤0.01% 303
2024
Q4 		$31.4K Buy
433
+423
+4,230% +$32.1K ﹤0.01% 297
2024
Q3 		$823 Buy
+10
New +$869 ﹤0.01% 502
2022
Q2 		– Sell
-6,560
Closed -$353K – 414
2022
Q1 		$353K Sell
6,560
-410
-6% -$23.9K 0.03% 210
2021
Q4 		$501K Buy
6,970
+750
+12% +$47K 0.03% 168
2021
Q3 		$354K Buy
6,220
+50
+0.8% +$3.04K 0.03% 177
2021
Q2 		$401K Buy
6,170
+1,410
+30% +$89K 0.03% 151
2021
Q1 		$283K Buy
+4,760
New +$259K 0.03% 161

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

BOK Financial Private Wealth's LRCX Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Lam Research (LRCX) stake by 22% in Q2 2026, buying an estimated $28.5K and bringing the position to 526 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #174.

BOK Financial Private Wealth first reported a position in LRCX in Q1 2021 and has held it in 13 quarters since. The position peaked at $501K in Q4 2021. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • BOK Financial Private Wealth held 526 shares of Lam Research worth $228K as of Q2 2026.
  • BOK Financial Private Wealth bought 94 Lam Research shares in Q2 2026, an estimated $28.5K.
  • Lam Research made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #174 holding.
  • BOK Financial Private Wealth first reported a position in Lam Research in Q1 2021 and has held it in 13 quarters since.
  • BOK Financial Private Wealth's Lam Research position peaked at $501K in Q4 2021.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.