CWMG
LRCX icon

Compass Wealth Management (Georgia)’s Lam Research LRCX Stock Holding History

Compass Wealth Management (Georgia)’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 		$433K Hold
1,000
– – 0.17% 51
2026
Q1 		$214K Buy
+1,000
New +$224K 0.09% 70

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 Wealth Management (Georgia)'s LRCX Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its Lam Research (LRCX) position steady in Q2 2026 at 1,000 shares worth $433K. The position accounts for 0.17% of the portfolio, ranked #51.

Compass Wealth Management (Georgia) 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.

  • Compass Wealth Management (Georgia) held 1,000 shares of Lam Research worth $433K as of Q2 2026.
  • Compass Wealth Management (Georgia) left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.17% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #51 holding.
  • Compass Wealth Management (Georgia) 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 Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.