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Cetera Trust Company’s Lam Research LRCX Stock Holding History

Cetera Trust Company’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 		$15.5M Sell
35,810
-950
-3% -$288K 7.79% 1
2026
Q1 		$7.85M Sell
36,760
-3,150
-8% -$704K 4.44% 2
2025
Q4 		$6.83M Sell
39,910
-850
-2% -$132K 3.65% 2
2025
Q3 		$5.46M Sell
40,760
-250
-0.6% -$26.5K 3.06% 3
2025
Q2 		$3.99M Hold
41,010
– – 2.38% 7
2025
Q1 		$2.98M Buy
+41,010
New +$3.23M 1.9% 9
2024
Q4 		– Sell
-42,460
Closed -$3.47M – 395
2024
Q3 		$3.47M Sell
42,460
-2,500
-6% -$217K 2.12% 6
2024
Q2 		$4.79M Sell
44,960
-5,850
-12% -$561K 3.01% 3
2024
Q1 		$4.94M Sell
50,810
-2,000
-4% -$176K 2.97% 3
2023
Q4 		$4.14M Buy
+52,810
New +$3.6M 2.58% 3

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

Cetera Trust Company's LRCX Position: Q2 2026 in Review

Cetera Trust Company reduced its Lam Research (LRCX) stake by 2.6% in Q2 2026, selling an estimated $288K and leaving 35,810 shares worth $15.5M. The position accounts for 7.79% of the portfolio, ranked #1.

Cetera Trust Company first reported a position in LRCX in Q4 2023 and has held it in 10 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cetera Trust Company held 35,810 shares of Lam Research worth $15.5M as of Q2 2026.
  • Cetera Trust Company sold 950 Lam Research shares in Q2 2026, an estimated $288K.
  • Lam Research made up 7.79% of Cetera Trust Company's portfolio in Q2 2026, its #1 holding.
  • Cetera Trust Company first reported a position in Lam Research in Q4 2023 and has held it in 10 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.