Curio Wealth’s Lam Research LRCX Stock Holding History

Curio 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	–	Sell	-11	Closed	-$2.35K	–	683
2026 Q1	$2.35K	Buy	+11	New	+$2.46K	﹤0.01%	306

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

Curio Wealth's LRCX Position: Q2 2026 in Review

Curio Wealth sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 11 shares — an estimated $2.35K sold.

Curio Wealth first reported a position in LRCX in Q1 2026 and held it in 1 quarter. The position peaked at $2.35K in Q1 2026. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Curio Wealth reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 11 Lam Research shares in Q2 2026, an estimated $2.35K.
Curio Wealth first reported a position in Lam Research in Q1 2026 and held it in 1 quarter.
Curio Wealth's Lam Research position peaked at $2.35K in Q1 2026.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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