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Cascade Financial Partners’s Lam Research LRCX Stock Holding History

Cascade Financial Partners’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 		$468K Buy
1,080
+71
+7% +$21.6K 0.04% 182
2026
Q1 		$216K Buy
+1,009
New +$226K 0.02% 248

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

Cascade Financial Partners's LRCX Position: Q2 2026 in Review

Cascade Financial Partners increased its Lam Research (LRCX) stake by 7% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,080 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #182.

Cascade Financial Partners first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cascade Financial Partners held 1,080 shares of Lam Research worth $468K as of Q2 2026.
  • Cascade Financial Partners bought 71 Lam Research shares in Q2 2026, an estimated $21.6K.
  • Lam Research made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #182 holding.
  • Cascade Financial Partners first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.