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Cornerstone Wealth Group’s Lam Research LRCX Stock Holding History

Cornerstone Wealth 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 		$11.3M Sell
26,149
-4,133
-14% -$1.25M 0.67% 36
2026
Q1 		$7.82M Sell
30,282
-1,729
-5% -$387K 0.5% 54
2025
Q4 		$5.48M Buy
32,011
+27,734
+648% +$4.31M 0.37% 79
2025
Q3 		$573K Buy
4,277
+458
+12% +$48.5K 0.04% 186
2025
Q2 		$372K Buy
3,819
+352
+10% +$27.9K 0.03% 218
2025
Q1 		$252K Buy
3,467
+539
+18% +$42.4K 0.02% 252
2024
Q4 		$211K Buy
2,928
+178
+6% +$13.5K 0.02% 254
2024
Q3 		$225K Buy
2,750
+60
+2% +$5.22K 0.02% 238
2024
Q2 		$287K Buy
2,690
+190
+8% +$18.2K 0.03% 205
2024
Q1 		$243K Buy
+2,500
New +$220K 0.02% 212

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

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

Cornerstone Wealth Group reduced its Lam Research (LRCX) stake by 14% in Q2 2026, selling an estimated $1.25M and leaving 26,149 shares worth $11.3M. The position accounts for 0.67% of the portfolio, ranked #36.

Cornerstone Wealth Group first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cornerstone Wealth Group held 26,149 shares of Lam Research worth $11.3M as of Q2 2026.
  • Cornerstone Wealth Group sold 4,133 Lam Research shares in Q2 2026, an estimated $1.25M.
  • Lam Research made up 0.67% of Cornerstone Wealth Group's portfolio in Q2 2026, its #36 holding.
  • Cornerstone Wealth Group first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.