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Concord Wealth Partners’s Lam Research LRCX Stock Holding History

Concord Wealth Partners’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 		$6.94M Sell
16,017
-1,264
-7% -$384K 0.79% 30
2026
Q1 		$3.69M Buy
17,281
+206
+1% +$46.1K 0.48% 51
2025
Q4 		$2.92M Buy
17,075
+20
+0.1% +$3.11K 0.38% 65
2025
Q3 		$2.28M Sell
17,055
-447
-3% -$47.3K 0.32% 76
2025
Q2 		$1.7M Buy
17,502
+1,064
+6% +$84.4K 0.25% 94
2025
Q1 		$1.2M Sell
16,438
-1,340
-8% -$106K 0.2% 107
2024
Q4 		$1.28M Buy
17,778
+4,828
+37% +$366K 0.21% 91
2024
Q3 		$1.06M Buy
12,950
+720
+6% +$62.6K 0.18% 94
2024
Q2 		$1.3M Buy
12,230
+1,130
+10% +$108K 0.23% 87
2024
Q1 		$1.08M Buy
11,100
+2,300
+26% +$202K 0.19% 95
2023
Q4 		$689K Buy
8,800
+1,650
+23% +$112K 0.14% 111
2023
Q3 		$448K Sell
7,150
-190
-3% -$12.5K 0.1% 130
2023
Q2 		$472K Buy
7,340
+1,990
+37% +$112K 0.1% 116
2023
Q1 		$284K Buy
5,350
+300
+6% +$14.7K 0.08% 117
2022
Q4 		$212K Sell
5,050
-1,180
-19% -$49.4K 0.06% 155
2022
Q3 		$228K Buy
6,230
+300
+5% +$13.4K 0.07% 144
2022
Q2 		$253K Buy
5,930
+1,620
+38% +$77.1K 0.07% 137
2022
Q1 		$232K Buy
4,310
+90
+2% +$5.24K 0.06% 164
2021
Q4 		$304K Buy
4,220
+3,740
+779% +$234K 0.07% 141
2021
Q3 		$27K Sell
480
-3,280
-87% -$200K 0.01% 326
2021
Q2 		$245K Sell
3,760
-540
-13% -$34.1K 0.07% 119
2021
Q1 		$256K Buy
4,300
+4,240
+7,067% +$231K 0.09% 107
2020
Q4 		$3K Buy
+60
New +$2.52K ﹤0.01% 476

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

Concord Wealth Partners's LRCX Position: Q2 2026 in Review

Concord Wealth Partners reduced its Lam Research (LRCX) stake by 7.3% in Q2 2026, selling an estimated $384K and leaving 16,017 shares worth $6.94M. The position accounts for 0.79% of the portfolio, ranked #30.

Concord Wealth Partners first reported a position in LRCX in Q4 2020 and has held it in 23 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Concord Wealth Partners held 16,017 shares of Lam Research worth $6.94M as of Q2 2026.
  • Concord Wealth Partners sold 1,264 Lam Research shares in Q2 2026, an estimated $384K.
  • Lam Research made up 0.79% of Concord Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Concord Wealth Partners first reported a position in Lam Research in Q4 2020 and has held it in 23 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.