Cogent Private Wealth’s Lam Research LRCX Stock Holding History

Cogent Private Wealth’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	$575K	Buy	1,326 +51	+4%	+$15.5K	0.36%	62
2026 Q1	$272K	Buy	+1,275	New	+$285K	0.2%	77

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

Cogent Private Wealth's LRCX Position: Q2 2026 in Review

Cogent Private Wealth increased its Lam Research (LRCX) stake by 4% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,326 shares worth $575K. The position accounts for 0.36% of the portfolio, ranked #62.

Cogent Private Wealth first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cogent Private Wealth held 1,326 shares of Lam Research worth $575K as of Q2 2026.
Cogent Private Wealth bought 51 Lam Research shares in Q2 2026, an estimated $15.5K.
Lam Research made up 0.36% of Cogent Private Wealth's portfolio in Q2 2026, its #62 holding.
Cogent Private Wealth first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.