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Elevated Financial Group’s Lam Research LRCX Stock Holding History

Elevated Financial Group’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 		$530K Buy
1,223
+36
+3% +$10.9K 0.15% 74
2026
Q1 		$254K Sell
1,187
-12
-1% -$2.68K 0.08% 118
2025
Q4 		$205K Buy
+1,199
New +$186K 0.07% 125

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

Elevated Financial Group's LRCX Position: Q2 2026 in Review

Elevated Financial Group increased its Lam Research (LRCX) stake by 3% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,223 shares worth $530K. The position accounts for 0.15% of the portfolio, ranked #74.

Elevated Financial Group first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Elevated Financial Group held 1,223 shares of Lam Research worth $530K as of Q2 2026.
  • Elevated Financial Group bought 36 Lam Research shares in Q2 2026, an estimated $10.9K.
  • Lam Research made up 0.15% of Elevated Financial Group's portfolio in Q2 2026, its #74 holding.
  • Elevated Financial Group first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.