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Bullock Wealth Management’s Lam Research LRCX Stock Holding History

Bullock Wealth Management’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 		$747K Buy
1,910
+727
+61% +$221K 0.32% 74
2026
Q1 		$263K Buy
1,183
+1
+0.1% +$224 0.13% 141
2025
Q4 		$202K Buy
1,182
+2
+0.2% +$311 0.1% 161
2025
Q3 		$168K Buy
1,180
+3
+0.3% +$318 0.08% 172
2025
Q2 		$114K Buy
1,177
+4
+0.3% +$317 0.06% 191
2025
Q1 		$85.4K Buy
1,173
+4
+0.3% +$315 0.05% 203
2024
Q4 		$84.4K Sell
1,169
-1
-0.1% -$76 0.05% 206
2024
Q3 		$93.5K Hold
1,170
– – 0.06% 192
2024
Q2 		$124K Buy
1,170
+10
+0.9% +$959 0.08% 170
2024
Q1 		$114K Buy
+1,160
New +$102K 0.08% 176

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's LRCX Position: Q2 2026 in Review

Bullock Wealth Management increased its Lam Research (LRCX) stake by 61% in Q2 2026, buying an estimated $221K and bringing the position to 1,910 shares worth $747K. The position accounts for 0.32% of the portfolio, ranked #74.

Bullock Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,144 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Bullock Wealth Management held 1,910 shares of Lam Research worth $747K as of Q2 2026.
  • Bullock Wealth Management bought 727 Lam Research shares in Q2 2026, an estimated $221K.
  • Lam Research made up 0.32% of Bullock Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Bullock Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.