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Connecticut Wealth Management’s Lam Research LRCX Stock Holding History

Connecticut 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 		$671K Hold
1,549
– – 0.02% 204
2026
Q1 		$331K Buy
+1,549
New +$346K 0.01% 267
2024
Q3 		– Sell
-1,990
Closed -$212K – 330
2024
Q2 		$212K Buy
+1,990
New +$191K 0.01% 307

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

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

Connecticut Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 1,549 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #204.

Connecticut Wealth Management first reported a position in LRCX in Q2 2024 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Connecticut Wealth Management held 1,549 shares of Lam Research worth $671K as of Q2 2026.
  • Connecticut Wealth Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Connecticut Wealth Management first reported a position in Lam Research in Q2 2024 and has held it in 3 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.