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Elevation Wealth Partners’s Lam Research LRCX Stock Holding History

Elevation Wealth Partners’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 		$98.8K Buy
228
+89
+64% +$27K 0.03% 194
2026
Q1 		$29.7K Sell
139
-4
-3% -$894 0.01% 309
2025
Q4 		$24.5K Buy
143
+93
+186% +$14.5K 0.01% 328
2025
Q3 		$6.7K Buy
+50
New +$5.29K ﹤0.01% 438

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

Elevation Wealth Partners's LRCX Position: Q2 2026 in Review

Elevation Wealth Partners increased its Lam Research (LRCX) stake by 64% in Q2 2026, buying an estimated $27K and bringing the position to 228 shares worth $98.8K. The position accounts for 0.03% of the portfolio, ranked #194.

Elevation Wealth Partners first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,113 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Elevation Wealth Partners held 228 shares of Lam Research worth $98.8K as of Q2 2026.
  • Elevation Wealth Partners bought 89 Lam Research shares in Q2 2026, an estimated $27K.
  • Lam Research made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • Elevation Wealth Partners first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,113 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.