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Brio Consultants’s Lam Research LRCX Stock Holding History

Brio Consultants’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 		$1.26M Sell
2,898
-67
-2% -$20.3K 0.15% 71
2026
Q1 		$818K Sell
2,965
-5
-0.2% -$1.12K 0.1% 83
2025
Q4 		$508K Sell
2,970
-103
-3% -$16K 0.07% 101
2025
Q3 		$411K Buy
3,073
+112
+4% +$11.9K 0.06% 98
2025
Q2 		$288K Buy
2,961
+136
+5% +$10.8K 0.04% 109
2025
Q1 		$205K Buy
+2,825
New +$222K 0.03% 113
2024
Q3 		– Sell
-2,090
Closed -$223K – 107
2024
Q2 		$223K Buy
+2,090
New +$200K 0.04% 95

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

Brio Consultants's LRCX Position: Q2 2026 in Review

Brio Consultants reduced its Lam Research (LRCX) stake by 2.3% in Q2 2026, selling an estimated $20.3K and leaving 2,898 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #71.

Brio Consultants first reported a position in LRCX in Q2 2024 and has held it in 7 quarters since. 3,131 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Brio Consultants held 2,898 shares of Lam Research worth $1.26M as of Q2 2026.
  • Brio Consultants sold 67 Lam Research shares in Q2 2026, an estimated $20.3K.
  • Lam Research made up 0.15% of Brio Consultants's portfolio in Q2 2026, its #71 holding.
  • Brio Consultants first reported a position in Lam Research in Q2 2024 and has held it in 7 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.