Carr Financial Group’s Lam Research LRCX Stock Holding History

Carr Financial Group’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	$2.82M	Sell	6,512 -67	-1%	-$20.3K	0.65%	34
2026 Q1	$1.41M	Sell	6,579 -291	-4%	-$65.1K	0.37%	50
2025 Q4	$1.18M	Sell	6,870 -692	-9%	-$108K	0.31%	56
2025 Q3	$1.01M	Buy	7,562 +2,125	+39%	+$225K	0.28%	66
2025 Q2	$529K	Buy	5,437 +17	+0.3%	+$1.35K	0.16%	93
2025 Q1	$394K	Sell	5,420 -1,081	-17%	-$85.1K	0.13%	108
2024 Q4	$470K	Buy	+6,501	New	+$493K	0.15%	102
2024 Q3	–	Sell	-9,470	Closed	-$1.01M	–	202
2024 Q2	$1.01M	Sell	9,470 -3,000	-24%	-$288K	0.32%	58
2024 Q1	$1.21M	Hold	12,470	–	–	0.4%	50
2023 Q4	$977K	Hold	12,470	–	–	0.36%	54
2023 Q3	$791K	Hold	12,470	–	–	0.31%	62
2023 Q2	$804K	Hold	12,470	–	–	0.32%	58
2023 Q1	$663K	Hold	12,470	–	–	0.29%	66
2022 Q4	$526K	Buy	+12,470	New	+$522K	0.28%	77

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carr Financial Group's LRCX Position: Q2 2026 in Review

Carr Financial Group reduced its Lam Research (LRCX) stake by 1% in Q2 2026, selling an estimated $20.3K and leaving 6,512 shares worth $2.82M. The position accounts for 0.65% of the portfolio, ranked #34.

Carr Financial Group first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Carr Financial Group held 6,512 shares of Lam Research worth $2.82M as of Q2 2026.
Carr Financial Group sold 67 Lam Research shares in Q2 2026, an estimated $20.3K.
Lam Research made up 0.65% of Carr Financial Group's portfolio in Q2 2026, its #34 holding.
Carr Financial Group first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.