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Encompass Wealth Advisors’s Lam Research LRCX Stock Holding History

Encompass Wealth Advisors’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 		$7.82M Buy
18,040
+222
+1% +$67.4K 2.38% 10
2026
Q1 		$3.81M Hold
17,818
– – 1.32% 17
2025
Q4 		$3.05M Buy
17,818
+3,000
+20% +$467K 1.04% 23
2025
Q3 		$1.98M Hold
14,818
– – 0.68% 29
2025
Q2 		$1.44M Buy
14,818
+7
+0% +$555 0.53% 34
2025
Q1 		$1.08M Hold
14,811
– – 0.44% 37
2024
Q4 		$1.07M Sell
14,811
-659
-4% -$50K 0.43% 39
2024
Q3 		$1.26M Hold
15,470
– – 0.32% 65
2024
Q2 		$1.65M Buy
15,470
+400
+3% +$38.4K 0.44% 48
2024
Q1 		$1.46M Sell
15,070
-900
-6% -$79.2K 0.39% 54
2023
Q4 		$1.25M Buy
15,970
+100
+0.6% +$6.82K 0.38% 55
2023
Q3 		$994K Buy
15,870
+10
+0.1% +$657 0.33% 60
2023
Q2 		$1.02M Hold
15,860
– – 0.33% 58
2023
Q1 		$841K Buy
15,860
+100
+0.6% +$4.91K 0.29% 68
2022
Q4 		$662K Sell
15,760
-90
-0.6% -$3.77K 0.24% 77
2022
Q3 		$580K Sell
15,850
-270
-2% -$12K 0.22% 89
2022
Q2 		$687K Buy
16,120
+610
+4% +$29K 0.24% 69
2022
Q1 		$834K Hold
15,510
– – 0.21% 82
2021
Q4 		$1.12M Hold
15,510
– – 0.27% 65
2021
Q3 		$882K Sell
15,510
-1,800
-10% -$109K 0.23% 78
2021
Q2 		$1.13M Hold
17,310
– – 0.28% 74
2021
Q1 		$1.05M Buy
+17,310
New +$943K 0.27% 72

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

Encompass Wealth Advisors's LRCX Position: Q2 2026 in Review

Encompass Wealth Advisors increased its Lam Research (LRCX) stake by 1.2% in Q2 2026, buying an estimated $67.4K and bringing the position to 18,040 shares worth $7.82M. The position accounts for 2.38% of the portfolio, ranked #10.

Encompass Wealth Advisors first reported a position in LRCX in Q1 2021 and has held it in 22 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Encompass Wealth Advisors held 18,040 shares of Lam Research worth $7.82M as of Q2 2026.
  • Encompass Wealth Advisors bought 222 Lam Research shares in Q2 2026, an estimated $67.4K.
  • Lam Research made up 2.38% of Encompass Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Encompass Wealth Advisors first reported a position in Lam Research in Q1 2021 and has held it in 22 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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