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Dakota Wealth Management’s Lam Research LRCX Stock Holding History

Dakota Wealth Management’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 		$9.36M Sell
21,598
-1,135
-5% -$345K 0.18% 121
2026
Q1 		$4.86M Sell
22,733
-5,998
-21% -$1.34M 0.11% 178
2025
Q4 		$4.92M Buy
28,731
+18,992
+195% +$2.95M 0.09% 177
2025
Q3 		$1.3M Sell
9,739
-2,214
-19% -$234K 0.03% 317
2025
Q2 		$1.16M Sell
11,953
-3,020
-20% -$240K 0.02% 357
2025
Q1 		$1.09M Sell
14,973
-180
-1% -$14.2K 0.03% 360
2024
Q4 		$1.09M Sell
15,153
-1,087
-7% -$82.4K 0.03% 341
2024
Q3 		$1.33M Buy
16,240
+5,360
+49% +$466K 0.03% 327
2024
Q2 		$1.16M Sell
10,880
-250
-2% -$24K 0.03% 340
2024
Q1 		$1.08M Buy
11,130
+6,460
+138% +$568K 0.03% 356
2023
Q4 		$366K Buy
4,670
+520
+13% +$35.4K 0.01% 473
2023
Q3 		$260K Hold
4,150
– – 0.01% 524
2023
Q2 		$267K Buy
4,150
+60
+1% +$3.38K 0.01% 510
2023
Q1 		$217K Buy
+4,090
New +$201K 0.01% 549

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

Dakota Wealth Management's LRCX Position: Q2 2026 in Review

Dakota Wealth Management reduced its Lam Research (LRCX) stake by 5% in Q2 2026, selling an estimated $345K and leaving 21,598 shares worth $9.36M. The position accounts for 0.18% of the portfolio, ranked #121.

Dakota Wealth Management first reported a position in LRCX in Q1 2023 and has held it in 14 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Dakota Wealth Management held 21,598 shares of Lam Research worth $9.36M as of Q2 2026.
  • Dakota Wealth Management sold 1,135 Lam Research shares in Q2 2026, an estimated $345K.
  • Lam Research made up 0.18% of Dakota Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Dakota Wealth Management first reported a position in Lam Research in Q1 2023 and has held it in 14 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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