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Darwin Wealth Management’s Lam Research LRCX Stock Holding History

Darwin 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 		$5.94M Sell
13,707
-3,857
-22% -$1.17M 1.63% 13
2026
Q1 		$3.75M Sell
17,564
-990
-5% -$221K 1.17% 22
2025
Q4 		$3.18M Sell
18,554
-16,294
-47% -$2.53M 0.99% 29
2025
Q3 		$4.67M Sell
34,848
-540
-2% -$57.2K 1.48% 17
2025
Q2 		$3.44M Buy
35,388
+8,746
+33% +$694K 1.19% 22
2025
Q1 		$1.92M Hold
26,642
– – 0.65% 45
2024
Q4 		$1.92M Sell
26,642
-5,828
-18% -$442K 0.65% 45
2024
Q3 		$2.65M Buy
+32,470
New +$2.82M 0.73% 43
2024
Q2 		– Sell
-14,190
Closed -$1.38M – 119
2024
Q1 		$1.38M Buy
+14,190
New +$1.25M 0.38% 70
2023
Q1 		– Sell
-22,170
Closed -$1.05M – 170
2022
Q4 		$1.05M Sell
22,170
-980
-4% -$41K 0.27% 74
2022
Q3 		$730K Sell
23,150
-5,860
-20% -$261K 0.18% 89
2022
Q2 		$1.46M Buy
29,010
+4,370
+18% +$208K 0.29% 71
2022
Q1 		$1.32M Buy
24,640
+1,360
+6% +$79.2K 0.22% 80
2021
Q4 		$1.44M Buy
23,280
+10,080
+76% +$632K 0.23% 76
2021
Q3 		$752K Sell
13,200
-35,400
-73% -$2.15M 0.12% 99
2021
Q2 		$3.16M Sell
48,600
-15,470
-24% -$977K 0.51% 41
2021
Q1 		$3.81M Buy
+64,070
New +$3.49M 0.67% 39
2020
Q2 		– Sell
-370
Closed -$8K – 486
2020
Q1 		$8K Buy
+370
New +$10.7K ﹤0.01% 518

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

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

Darwin Wealth Management reduced its Lam Research (LRCX) stake by 22% in Q2 2026, selling an estimated $1.17M and leaving 13,707 shares worth $5.94M. The position accounts for 1.63% of the portfolio, ranked #13.

Darwin Wealth Management first reported a position in LRCX in Q1 2020 and has held it in 18 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Darwin Wealth Management held 13,707 shares of Lam Research worth $5.94M as of Q2 2026.
  • Darwin Wealth Management sold 3,857 Lam Research shares in Q2 2026, an estimated $1.17M.
  • Lam Research made up 1.63% of Darwin Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Darwin Wealth Management first reported a position in Lam Research in Q1 2020 and has held it in 18 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.