Compass Wealth Management’s Lam Research LRCX Stock Holding History

Compass Wealth 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	$611K	Buy	+1,410	New	+$428K	0.12%	111
2025 Q2	–	Sell	-1,410	Closed	-$103K	–	291
2025 Q1	$103K	Hold	1,410	–	–	0.03%	193
2024 Q4	$102K	Hold	1,410	–	–	0.02%	196
2024 Q3	$115K	Hold	1,410	–	–	0.03%	190
2024 Q2	$150K	Hold	1,410	–	–	0.04%	166
2024 Q1	$137K	Hold	1,410	–	–	0.03%	180
2023 Q4	$110K	Hold	1,410	–	–	0.03%	184
2023 Q3	$88.4K	Hold	1,410	–	–	0.03%	191
2023 Q2	$90.6K	Hold	1,410	–	–	0.03%	195
2023 Q1	$74.7K	Hold	1,410	–	–	0.02%	205
2022 Q4	$59.3K	Buy	+1,410	New	+$59K	0.02%	216

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 $3.38T AUM 44.17% 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

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

Compass Wealth Management opened a new position in Lam Research (LRCX) in Q2 2026: 1,410 shares worth $611K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in LRCX as recently as Q1 2025.

Compass Wealth Management first reported a position in LRCX in Q4 2022 and has held it in 11 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Compass Wealth Management held 1,410 shares of Lam Research worth $611K as of Q2 2026.
Lam Research was a new Compass Wealth Management position in Q2 2026.
Lam Research made up 0.12% of Compass Wealth Management's portfolio in Q2 2026, its #111 holding.
Compass Wealth Management first reported a position in Lam Research in Q4 2022 and has held it in 11 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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