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Centricity Wealth Management’s Lam Research LRCX Stock Holding History

Centricity 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
2025
Q2 		$4.87K Hold
50
– – ﹤0.01% 378
2025
Q1 		$3.63K Hold
50
– – ﹤0.01% 391
2024
Q4 		$3.61K Buy
+50
New +$3.79K ﹤0.01% 403

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Centricity Wealth Management's LRCX Position: Q2 2025 in Review

Centricity Wealth Management held its Lam Research (LRCX) position steady in Q2 2025 at 50 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Centricity Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 3 quarters since. 1,883 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Centricity Wealth Management held 50 shares of Lam Research worth $4.87K as of Q2 2025.
  • Centricity Wealth Management left its Lam Research share count unchanged in Q2 2025.
  • Lam Research made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #378 holding.
  • Centricity Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 3 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.