DWS
LRCX icon

Dynamic Wealth Strategies’s Lam Research LRCX Stock Holding History

Dynamic Wealth Strategies’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 		$604K Sell
1,393
-452
-24% -$137K 0.32% 38
2026
Q1 		$394K Sell
1,845
-599
-25% -$134K 0.23% 52
2025
Q4 		$418K Buy
2,444
+31
+1% +$4.82K 0.25% 48
2025
Q3 		$323K Sell
2,413
-365
-13% -$38.6K 0.22% 50
2025
Q2 		$270K Sell
2,778
-397
-13% -$31.5K 0.19% 52
2025
Q1 		$231K Buy
3,175
+100
+3% +$7.88K 0.19% 61
2024
Q4 		$222K Sell
3,075
-15
-0.5% -$1.14K 0.2% 58
2024
Q3 		$252K Buy
3,090
+170
+6% +$14.8K 0.21% 56
2024
Q2 		$311K Sell
2,920
-10
-0.3% -$959 0.27% 42
2024
Q1 		$285K Sell
2,930
-10
-0.3% -$880 0.24% 46
2023
Q4 		$230K Buy
+2,940
New +$200K 0.21% 52

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

Dynamic Wealth Strategies's LRCX Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Lam Research (LRCX) stake by 24% in Q2 2026, selling an estimated $137K and leaving 1,393 shares worth $604K. The position accounts for 0.32% of the portfolio, ranked #38.

Dynamic Wealth Strategies first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Dynamic Wealth Strategies held 1,393 shares of Lam Research worth $604K as of Q2 2026.
  • Dynamic Wealth Strategies sold 452 Lam Research shares in Q2 2026, an estimated $137K.
  • Lam Research made up 0.32% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #38 holding.
  • Dynamic Wealth Strategies first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.