BAS
LRCX icon

Breakthru Advisory Services’s Lam Research LRCX Stock Holding History

Breakthru Advisory Services’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 		– Sell
-1,737
Closed -$371K – 36
2026
Q1 		$371K Sell
1,737
-42
-2% -$9.39K 0.6% 36
2025
Q4 		$305K Buy
1,779
+34
+2% +$5.29K 0.19% 48
2025
Q3 		$234K Buy
+1,745
New +$185K 0.15% 52

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

Breakthru Advisory Services's LRCX Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 1,737 shares — an estimated $371K sold.

Breakthru Advisory Services first reported a position in LRCX in Q3 2025 and held it in 3 quarters. The position peaked at $371K in Q1 2026. 3,129 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Breakthru Advisory Services reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 1,737 Lam Research shares in Q2 2026, an estimated $371K.
  • Breakthru Advisory Services first reported a position in Lam Research in Q3 2025 and held it in 3 quarters.
  • Breakthru Advisory Services's Lam Research position peaked at $371K in Q1 2026.
  • 3,129 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.