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Compass Financial Group’s Lam Research LRCX Stock Holding History

Compass Financial Group’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 		$206K Buy
+475
New +$144K 0.14% 48

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

Compass Financial Group's LRCX Position: Q2 2026 in Review

Compass Financial Group opened a new position in Lam Research (LRCX) in Q2 2026: 475 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #48 among its holdings.

3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Compass Financial Group held 475 shares of Lam Research worth $206K as of Q2 2026.
  • Lam Research was a new Compass Financial Group position in Q2 2026.
  • Lam Research made up 0.14% of Compass Financial Group's portfolio in Q2 2026, its #48 holding.
  • 3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Compass Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.