CCWM
LRCX icon

Cassaday & Co Wealth Management’s Lam Research LRCX Stock Holding History

Cassaday & Co 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 		$4.63M Buy
10,674
+42
+0.4% +$12.8K 0.09% 54
2026
Q1 		$2.27M Sell
10,632
-272
-2% -$60.8K 0.05% 82
2025
Q4 		$1.87M Buy
10,904
+310
+3% +$48.2K 0.04% 96
2025
Q3 		$1.42M Buy
10,594
+2,798
+36% +$296K 0.03% 109
2025
Q2 		$759K Sell
7,796
-27
-0.3% -$2.14K 0.02% 161
2025
Q1 		$569K Buy
7,823
+163
+2% +$12.8K 0.02% 182
2024
Q4 		$553K Hold
7,660
– – 0.02% 182
2024
Q3 		$625K Sell
7,660
-20
-0.3% -$1.74K 0.02% 161
2024
Q2 		$818K Sell
7,680
-60
-0.8% -$5.75K 0.03% 125
2024
Q1 		$752K Sell
7,740
-1,170
-13% -$103K 0.02% 137
2023
Q4 		$698K Buy
8,910
+10
+0.1% +$682 0.02% 129
2023
Q3 		$558K Buy
8,900
+50
+0.6% +$3.29K 0.02% 137
2023
Q2 		$569K Hold
8,850
– – 0.02% 143
2023
Q1 		$469K Sell
8,850
-620
-7% -$30.4K 0.02% 159
2022
Q4 		$398K Buy
+9,470
New +$396K 0.02% 168

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

Cassaday & Co Wealth Management's LRCX Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Lam Research (LRCX) stake by 0.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 10,674 shares worth $4.63M. The position accounts for 0.09% of the portfolio, ranked #54.

Cassaday & Co Wealth Management first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cassaday & Co Wealth Management held 10,674 shares of Lam Research worth $4.63M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 42 Lam Research shares in Q2 2026, an estimated $12.8K.
  • Lam Research made up 0.09% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Cassaday & Co Wealth Management first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.