Consilium Wealth Advisory’s Lam Research LRCX Stock Holding History

Consilium Wealth Advisory’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	$3.19M	Sell	7,368 -90	-1%	-$27.3K	0.95%	27
2026 Q1	$1.59M	Buy	7,458 +3,918	+111%	+$876K	0.54%	34
2025 Q4	$606K	Hold	3,540	–	–	0.22%	63
2025 Q3	$474K	Hold	3,540	–	–	0.18%	71
2025 Q2	$345K	Hold	3,540	–	–	0.15%	76
2025 Q1	$257K	Hold	3,540	–	–	0.13%	80
2024 Q4	$256K	Hold	3,540	–	–	0.12%	83
2024 Q3	$289K	Hold	3,540	–	–	0.16%	73
2024 Q2	$377K	Hold	3,540	–	–	0.21%	63
2024 Q1	$344K	Hold	3,540	–	–	0.19%	69
2023 Q4	$277K	Hold	3,540	–	–	0.17%	74
2023 Q3	$222K	Hold	3,540	–	–	0.16%	80
2023 Q2	$228K	Buy	+3,540	New	+$200K	0.16%	76
2022 Q1	–	Sell	-3,540	Closed	-$255K	–	88
2021 Q4	$255K	Buy	+3,540	New	+$222K	0.17%	80

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 $3.37T AUM 44.26% 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

Consilium Wealth Advisory's LRCX Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Lam Research (LRCX) stake by 1.2% in Q2 2026, selling an estimated $27.3K and leaving 7,368 shares worth $3.19M. The position accounts for 0.95% of the portfolio, ranked #27.

Consilium Wealth Advisory first reported a position in LRCX in Q4 2021 and has held it in 14 quarters since. 3,138 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Consilium Wealth Advisory held 7,368 shares of Lam Research worth $3.19M as of Q2 2026.
Consilium Wealth Advisory sold 90 Lam Research shares in Q2 2026, an estimated $27.3K.
Lam Research made up 0.95% of Consilium Wealth Advisory's portfolio in Q2 2026, its #27 holding.
Consilium Wealth Advisory first reported a position in Lam Research in Q4 2021 and has held it in 14 quarters since.
3,138 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.