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CreativeOne Wealth’s Lam Research LRCX Stock Holding History

CreativeOne Wealth’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 		$9.03M Buy
20,830
+1,338
+7% +$406K 0.19% 94
2026
Q1 		$4.16M Sell
19,492
-2,480
-11% -$555K 0.1% 199
2025
Q4 		$3.76M Buy
21,972
+1,662
+8% +$258K 0.09% 206
2025
Q3 		$2.72M Buy
20,310
+1,377
+7% +$146K 0.07% 271
2025
Q2 		$1.84M Buy
18,933
+5,529
+41% +$439K 0.05% 366
2025
Q1 		$975K Sell
13,404
-225
-2% -$17.7K 0.03% 486
2024
Q4 		$984K Buy
+13,629
New +$1.03M 0.03% 474
2024
Q3 		– Sell
-13,780
Closed -$1.47M – 973
2024
Q2 		$1.47M Sell
13,780
-760
-5% -$72.9K 0.07% 240
2024
Q1 		$1.41M Buy
14,540
+610
+4% +$53.7K 0.06% 297
2023
Q4 		$1.09M Sell
13,930
-50
-0.4% -$3.41K 0.07% 240
2023
Q3 		$876K Sell
13,980
-1,340
-9% -$88K 0.06% 254
2023
Q2 		$985K Buy
15,320
+580
+4% +$32.7K 0.05% 336
2023
Q1 		$781K Sell
14,740
-430
-3% -$21.1K 0.04% 356
2022
Q4 		$638K Buy
15,170
+1,400
+10% +$58.6K 0.04% 368
2022
Q3 		$504K Buy
13,770
+1,030
+8% +$45.9K 0.03% 404
2022
Q2 		$543K Sell
12,740
-5,450
-30% -$259K 0.03% 392
2022
Q1 		$978K Buy
18,190
+870
+5% +$50.6K 0.05% 280
2021
Q4 		$1.25M Buy
17,320
+3,410
+25% +$214K 0.06% 255
2021
Q3 		$792K Sell
13,910
-5,920
-30% -$360K 0.05% 300
2021
Q2 		$1.29M Buy
+19,830
New +$1.25M 0.08% 204

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

CreativeOne Wealth's LRCX Position: Q2 2026 in Review

CreativeOne Wealth increased its Lam Research (LRCX) stake by 6.9% in Q2 2026, buying an estimated $406K and bringing the position to 20,830 shares worth $9.03M. The position accounts for 0.19% of the portfolio, ranked #94.

CreativeOne Wealth first reported a position in LRCX in Q2 2021 and has held it in 20 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • CreativeOne Wealth held 20,830 shares of Lam Research worth $9.03M as of Q2 2026.
  • CreativeOne Wealth bought 1,338 Lam Research shares in Q2 2026, an estimated $406K.
  • Lam Research made up 0.19% of CreativeOne Wealth's portfolio in Q2 2026, its #94 holding.
  • CreativeOne Wealth first reported a position in Lam Research in Q2 2021 and has held it in 20 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.