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Crestmont Private Wealth’s Lam Research LRCX Stock Holding History

Crestmont Private 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 		$2.11M Sell
4,869
-455
-9% -$138K 0.59% 15
2026
Q1 		$1.14M Buy
5,324
+51
+1% +$11.4K 0.36% 18
2025
Q4 		$903K Sell
5,273
-396
-7% -$61.6K 0.29% 24
2025
Q3 		$759K Buy
5,669
+622
+12% +$65.9K 0.25% 34
2025
Q2 		$491K Buy
5,047
+298
+6% +$23.6K 0.18% 45
2025
Q1 		$345K Buy
4,749
+1,435
+43% +$113K 0.15% 48
2024
Q4 		$239K Buy
3,314
+634
+24% +$48.1K 0.11% 63
2024
Q3 		$219K Buy
2,680
+450
+20% +$39.1K 0.1% 93
2024
Q2 		$237K Buy
+2,230
New +$214K 0.11% 70

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

Crestmont Private Wealth's LRCX Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Lam Research (LRCX) stake by 8.5% in Q2 2026, selling an estimated $138K and leaving 4,869 shares worth $2.11M. The position accounts for 0.59% of the portfolio, ranked #15.

Crestmont Private Wealth first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Crestmont Private Wealth held 4,869 shares of Lam Research worth $2.11M as of Q2 2026.
  • Crestmont Private Wealth sold 455 Lam Research shares in Q2 2026, an estimated $138K.
  • Lam Research made up 0.59% of Crestmont Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Crestmont Private Wealth first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.