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Caliber Wealth Management (Kansas)’s Lam Research LRCX Stock Holding History

Caliber Wealth Management (Kansas)’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 		$820K Buy
1,893
+355
+23% +$108K 0.08% 147
2026
Q1 		$329K Sell
1,538
-612
-28% -$137K 0.04% 212
2025
Q4 		$368K Buy
2,150
+236
+12% +$36.7K 0.04% 199
2025
Q3 		$256K Buy
+1,914
New +$203K 0.03% 221

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s LRCX Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Lam Research (LRCX) stake by 23% in Q2 2026, buying an estimated $108K and bringing the position to 1,893 shares worth $820K. The position accounts for 0.08% of the portfolio, ranked #147.

Caliber Wealth Management (Kansas) first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 1,231 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 1,893 shares of Lam Research worth $820K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 355 Lam Research shares in Q2 2026, an estimated $108K.
  • Lam Research made up 0.08% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #147 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.