CBIZ Investment Advisory Services’s Lam Research LRCX Stock Holding History

CBIZ Investment Advisory Services’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	$6.2K	Hold	29	–	–	﹤0.01%	200
2026 Q1	$6.2K	Sell	29 -1,223	-98%	-$273K	﹤0.01%	200
2025 Q4	$215K	Buy	1,252 +81	+7%	+$12.6K	0.01%	53
2025 Q3	$157K	Hold	1,171	–	–	0.01%	57
2025 Q2	$114K	Buy	1,171 +61	+5%	+$4.84K	0.01%	71
2025 Q1	$80.9K	Sell	1,110 -185	-14%	-$14.6K	﹤0.01%	86
2024 Q4	$93.8K	Buy	+1,295	New	+$98.2K	﹤0.01%	78
2024 Q3	–	Sell	-1,050	Closed	-$112K	–	422
2024 Q2	$112K	Hold	1,050	–	–	0.01%	65
2024 Q1	$102K	Buy	+1,050	New	+$92.4K	0.01%	71

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's LRCX Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Lam Research (LRCX) position steady in Q2 2026 at 29 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

CBIZ Investment Advisory Services first reported a position in LRCX in Q1 2024 and has held it in 9 quarters since. The position peaked at $215K in Q4 2025. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

CBIZ Investment Advisory Services held 29 shares of Lam Research worth $6.2K as of Q2 2026.
CBIZ Investment Advisory Services left its Lam Research share count unchanged in Q2 2026.
Lam Research made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #200 holding.
CBIZ Investment Advisory Services first reported a position in Lam Research in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Lam Research position peaked at $215K in Q4 2025.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.