Envestnet Portfolio Solutions
LRCX icon

Envestnet Portfolio Solutions’s Lam Research LRCX Stock Holding History

Envestnet Portfolio Solutions’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 		$46.9M Sell
108,335
-4,746
-4% -$1.44M 0.23% 72
2026
Q1 		$24.2M Sell
113,081
-19,410
-15% -$4.34M 0.13% 100
2025
Q4 		$22.7M Sell
132,491
-27,271
-17% -$4.24M 0.08% 123
2025
Q3 		$21.4M Buy
159,762
+5,068
+3% +$537K 0.08% 128
2025
Q2 		$15.1M Buy
154,694
+1,339
+0.9% +$106K 0.06% 169
2025
Q1 		$11.1M Buy
153,355
+22,971
+18% +$1.81M 0.04% 211
2024
Q4 		$9.42M Buy
+130,384
New +$9.89M 0.03% 261
2024
Q3 		– Sell
-171,960
Closed -$18.3M – 1715
2024
Q2 		$18.3M Sell
171,960
-12,990
-7% -$1.25M 0.06% 147
2024
Q1 		$18M Buy
184,950
+7,480
+4% +$658K 0.07% 145
2023
Q4 		$13.9M Buy
177,470
+6,670
+4% +$455K 0.06% 169
2023
Q3 		$10.7M Buy
+170,800
New +$11.2M 0.05% 179

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

Envestnet Portfolio Solutions's LRCX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Lam Research (LRCX) stake by 4.2% in Q2 2026, selling an estimated $1.44M and leaving 108,335 shares worth $46.9M. The position accounts for 0.23% of the portfolio, ranked #72.

Envestnet Portfolio Solutions first reported a position in LRCX in Q3 2023 and has held it in 11 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Envestnet Portfolio Solutions held 108,335 shares of Lam Research worth $46.9M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 4,746 Lam Research shares in Q2 2026, an estimated $1.44M.
  • Lam Research made up 0.23% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #72 holding.
  • Envestnet Portfolio Solutions first reported a position in Lam Research in Q3 2023 and has held it in 11 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.