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CM Wealth Advisors’s Lam Research LRCX Stock Holding History

CM Wealth Advisors’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 		$1.14M Buy
2,622
+49
+2% +$14.9K 0.21% 44
2026
Q1 		$550K Buy
2,573
+155
+6% +$34.7K 0.12% 71
2025
Q4 		$415K Buy
2,418
+718
+42% +$112K 0.09% 92
2025
Q3 		$228K Buy
+1,700
New +$180K 0.06% 83

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

CM Wealth Advisors's LRCX Position: Q2 2026 in Review

CM Wealth Advisors increased its Lam Research (LRCX) stake by 1.9% in Q2 2026, buying an estimated $14.9K and bringing the position to 2,622 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #44.

CM Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • CM Wealth Advisors held 2,622 shares of Lam Research worth $1.14M as of Q2 2026.
  • CM Wealth Advisors bought 49 Lam Research shares in Q2 2026, an estimated $14.9K.
  • Lam Research made up 0.21% of CM Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • CM Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.