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Cornerstone Financial Group’s Lam Research LRCX Stock Holding History

Cornerstone Financial Group’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 		– Sell
-816
Closed -$209K – 76
2026
Q1 		$209K Sell
816
-444
-35% -$99.3K 0.13% 72
2025
Q4 		$216K Buy
+1,260
New +$196K 0.15% 71

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

Cornerstone Financial Group's LRCX Position: Q2 2026 in Review

Cornerstone Financial Group sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 816 shares — an estimated $209K sold.

Cornerstone Financial Group first reported a position in LRCX in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cornerstone Financial Group reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Group sold 816 Lam Research shares in Q2 2026, an estimated $209K.
  • Cornerstone Financial Group first reported a position in Lam Research in Q4 2025 and held it in 2 quarters.
  • Cornerstone Financial Group's Lam Research position peaked at $216K in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.