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Dynasty Wealth Management’s Lam Research LRCX Stock Holding History

Dynasty 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 		$2.21M Sell
5,107
-625
-11% -$190K 0.02% 124
2026
Q1 		$1.22M Buy
5,732
+192
+3% +$42.9K 0.01% 165
2025
Q4 		$948K Buy
5,540
+809
+17% +$126K 0.01% 188
2025
Q3 		$633K Buy
+4,731
New +$501K 0.01% 205
2024
Q3 		– Sell
-6,470
Closed -$689K – 250
2024
Q2 		$689K Sell
6,470
-1,150
-15% -$110K 0.02% 163
2024
Q1 		$740K Buy
+7,620
New +$670K 0.02% 147

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

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

Dynasty Wealth Management reduced its Lam Research (LRCX) stake by 11% in Q2 2026, selling an estimated $190K and leaving 5,107 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #124.

Dynasty Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Dynasty Wealth Management held 5,107 shares of Lam Research worth $2.21M as of Q2 2026.
  • Dynasty Wealth Management sold 625 Lam Research shares in Q2 2026, an estimated $190K.
  • Lam Research made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Dynasty Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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