Cerity Partners’s Lam Research LRCX Stock Holding History

Cerity 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	–	Sell	-3,100	Closed	-$662K	–	3502
2026 Q1	$662K	Buy	+3,100	New	+$693K	﹤0.01%	2113

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

Cerity Partners's LRCX Position: Q2 2026 in Review

Cerity Partners reduced its Lam Research (LRCX) stake by 1.1% in Q2 2026, selling an estimated $1.65M and leaving 485,639 shares worth $210M. The position accounts for 0.25% of the portfolio, ranked #80.

Cerity Partners first reported a position in LRCX in Q4 2018 and has held it in 30 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cerity Partners held 485,639 shares of Lam Research worth $210M as of Q2 2026.
Cerity Partners sold 5,447 Lam Research shares in Q2 2026, an estimated $1.65M.
Lam Research made up 0.25% of Cerity Partners's portfolio in Q2 2026, its #80 holding.
Cerity Partners first reported a position in Lam Research in Q4 2018 and has held it in 30 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.