CFM Wealth Partners’s Lam Research LRCX Stock Holding History

CFM Wealth 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	$1.48M	Hold	3,426	–	–	0.19%	74
2026 Q1	$732K	Hold	3,426	–	–	0.11%	84
2025 Q4	$586K	Hold	3,426	–	–	0.08%	93
2025 Q3	$459K	Hold	3,426	–	–	0.07%	103
2025 Q2	$333K	Sell	3,426 -2,324	-40%	-$184K	0.05%	114
2025 Q1	$418K	Buy	+5,750	New	+$453K	0.07%	105
2024 Q4	–	Sell	-6,560	Closed	-$535K	–	146
2024 Q3	$535K	Hold	6,560	–	–	0.09%	101
2024 Q2	$699K	Hold	6,560	–	–	0.13%	89
2024 Q1	$637K	Hold	6,560	–	–	0.13%	95
2023 Q4	$514K	Hold	6,560	–	–	0.12%	109
2023 Q3	$411K	Hold	6,560	–	–	0.11%	111
2023 Q2	$422K	Hold	6,560	–	–	0.1%	124
2023 Q1	$348K	Buy	6,560 +500	+8%	+$24.5K	0.09%	124
2022 Q4	$255K	Hold	6,060	–	–	0.08%	144
2022 Q3	$222K	Hold	6,060	–	–	0.07%	144
2022 Q2	$258K	Hold	6,060	–	–	0.08%	141
2022 Q1	$326K	Buy	6,060 +160	+3%	+$9.31K	0.08%	145
2021 Q4	$428K	Hold	5,900	–	–	0.1%	121
2021 Q3	$335K	Hold	5,900	–	–	0.08%	136
2021 Q2	$384K	Buy	5,900 +150	+3%	+$9.47K	0.1%	116
2021 Q1	$342K	Hold	5,750	–	–	0.1%	115
2020 Q4	$272K	Buy	+5,750	New	+$242K	0.09%	122
2020 Q3	–	Sell	-5,750	Closed	-$185K	–	337
2020 Q2	$185K	Sell	5,750 -1,350	-19%	-$36.8K	0.07%	155
2020 Q1	$170K	Hold	7,100	–	–	0.08%	146
2019 Q4	$217K	Buy	+7,100	New	+$189K	0.08%	141

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 $3.37T AUM 44.26% 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

CFM Wealth Partners's LRCX Position: Q2 2026 in Review

CFM Wealth Partners held its Lam Research (LRCX) position steady in Q2 2026 at 3,426 shares worth $1.48M. The position accounts for 0.19% of the portfolio, ranked #74.

CFM Wealth Partners first reported a position in LRCX in Q4 2019 and has held it in 25 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

CFM Wealth Partners held 3,426 shares of Lam Research worth $1.48M as of Q2 2026.
CFM Wealth Partners left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.19% of CFM Wealth Partners's portfolio in Q2 2026, its #74 holding.
CFM Wealth Partners first reported a position in Lam Research in Q4 2019 and has held it in 25 quarters since.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.