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Consilio Wealth Advisors’s Lam Research LRCX Stock Holding History

Consilio Wealth Advisors’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 		$750K Sell
1,730
-29
-2% -$8.8K 0.18% 44
2026
Q1 		$376K Buy
1,759
+50
+3% +$11.2K 0.11% 60
2025
Q4 		$293K Sell
1,709
-114
-6% -$17.7K 0.09% 74
2025
Q3 		$244K Buy
+1,823
New +$193K 0.08% 82

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 $3.38T AUM 44.17% 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

Consilio Wealth Advisors's LRCX Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Lam Research (LRCX) stake by 1.6% in Q2 2026, selling an estimated $8.8K and leaving 1,730 shares worth $750K. The position accounts for 0.18% of the portfolio, ranked #44.

Consilio Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Consilio Wealth Advisors held 1,730 shares of Lam Research worth $750K as of Q2 2026.
  • Consilio Wealth Advisors sold 29 Lam Research shares in Q2 2026, an estimated $8.8K.
  • Lam Research made up 0.18% of Consilio Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Consilio Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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