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Carter Financial Group’s Lam Research LRCX Stock Holding History

Carter 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 		$620K Buy
1,431
+62
+5% +$18.8K 0.32% 61
2026
Q1 		$293K Buy
1,369
+189
+16% +$42.3K 0.18% 92
2025
Q4 		$202K Buy
+1,180
New +$184K 0.12% 112

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

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

Carter Financial Group increased its Lam Research (LRCX) stake by 4.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 1,431 shares worth $620K. The position accounts for 0.32% of the portfolio, ranked #61.

Carter Financial Group first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Carter Financial Group held 1,431 shares of Lam Research worth $620K as of Q2 2026.
  • Carter Financial Group bought 62 Lam Research shares in Q2 2026, an estimated $18.8K.
  • Lam Research made up 0.32% of Carter Financial Group's portfolio in Q2 2026, its #61 holding.
  • Carter Financial Group first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.