CWM
LRCX icon

Congress Wealth Management’s Lam Research LRCX Stock Holding History

Congress 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
2025
Q2 		$3.03M Buy
31,103
+4,193
+16% +$333K 0.03% 491
2025
Q1 		$1.99M Buy
26,910
+16,235
+152% +$1.28M 0.02% 493
2024
Q4 		$771K Buy
10,675
+1,625
+18% +$123K 0.01% 559
2024
Q3 		$739K Buy
9,050
+1,650
+22% +$143K 0.01% 567
2024
Q2 		$789K Buy
7,400
+780
+12% +$74.8K 0.01% 465
2024
Q1 		$643K Sell
6,620
-730
-10% -$64.2K 0.01% 423
2023
Q4 		$576K Buy
7,350
+1,210
+20% +$82.5K 0.01% 448
2023
Q3 		$385K Sell
6,140
-250
-4% -$16.4K 0.01% 492
2023
Q2 		$411K Sell
6,390
-270
-4% -$15.2K 0.01% 442
2023
Q1 		$353K Sell
6,660
-290
-4% -$14.2K 0.01% 464
2022
Q4 		$292K Buy
6,950
+370
+6% +$15.5K 0.01% 484
2022
Q3 		$241K Hold
6,580
– – 0.01% 499
2022
Q2 		$281K Sell
6,580
-70
-1% -$3.33K 0.01% 486
2022
Q1 		$357K Sell
6,650
-430
-6% -$25K 0.01% 481
2021
Q4 		$510K Buy
+7,080
New +$444K 0.01% 462

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's LRCX Position: Q2 2025 in Review

Congress Wealth Management increased its Lam Research (LRCX) stake by 16% in Q2 2025, buying an estimated $333K and bringing the position to 31,103 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #491.

Congress Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 15 quarters since. 1,883 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Congress Wealth Management held 31,103 shares of Lam Research worth $3.03M as of Q2 2025.
  • Congress Wealth Management bought 4,193 Lam Research shares in Q2 2025, an estimated $333K.
  • Lam Research made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #491 holding.
  • Congress Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 15 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.