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Castle Rock Wealth Management’s Lam Research LRCX Stock Holding History

Castle Rock 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 		$1.12M Sell
2,859
-66
-2% -$20K 0.22% 114
2026
Q1 		$639K Buy
2,925
+4
+0.1% +$894 0.14% 151
2025
Q4 		$670K Sell
2,921
-23
-0.8% -$3.58K 0.14% 138
2025
Q3 		$430K Buy
2,944
+111
+4% +$11.8K 0.1% 170
2025
Q2 		$290K Sell
2,833
-637
-18% -$50.5K 0.07% 210
2025
Q1 		$252K Buy
3,470
+76
+2% +$5.99K 0.07% 205
2024
Q4 		$281K Buy
+3,394
New +$257K 0.07% 200
2024
Q3 		– Sell
-3,260
Closed -$346K – 252
2024
Q2 		$346K Buy
3,260
+40
+1% +$3.84K 0.09% 184
2024
Q1 		$280K Buy
3,220
+120
+4% +$10.6K 0.08% 195
2023
Q4 		$227K Buy
+3,100
New +$211K 0.07% 211
2022
Q1 		– Sell
-5,660
Closed -$343K – 252
2021
Q4 		$343K Buy
5,660
+210
+4% +$13.2K 0.14% 174
2021
Q3 		$332K Buy
5,450
+40
+0.7% +$2.43K 0.11% 189
2021
Q2 		$334K Sell
5,410
-730
-12% -$46.1K 0.12% 190
2021
Q1 		$377K Buy
6,140
+360
+6% +$19.6K 0.15% 182
2020
Q4 		$326K Buy
+5,780
New +$243K 0.14% 192

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

Castle Rock Wealth Management's LRCX Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its Lam Research (LRCX) stake by 2.3% in Q2 2026, selling an estimated $20K and leaving 2,859 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #114.

Castle Rock Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 15 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Castle Rock Wealth Management held 2,859 shares of Lam Research worth $1.12M as of Q2 2026.
  • Castle Rock Wealth Management sold 66 Lam Research shares in Q2 2026, an estimated $20K.
  • Lam Research made up 0.22% of Castle Rock Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Castle Rock Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 15 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.