Compass Financial Management’s Lam Research LRCX Stock Holding History

Compass Financial Management’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	$3.72M	Buy	+8,814	New	+$2.68M	0.45%	55

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

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

Norges Bank Oslo, Norway $1T AUM

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

Compass Financial Management opened a new position in Lam Research (LRCX) in Q2 2026: 8,814 shares worth $3.72M. The stake represents 0.45% of the portfolio and ranks #55 among its holdings.

2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Compass Financial Management held 8,814 shares of Lam Research worth $3.72M as of Q2 2026.
Lam Research was a new Compass Financial Management position in Q2 2026.
Lam Research made up 0.45% of Compass Financial Management's portfolio in Q2 2026, its #55 holding.
2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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