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EP Wealth Advisors’s Lam Research LRCX Stock Holding History

EP 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 		$23.5M Buy
54,320
+737
+1% +$224K 0.09% 158
2026
Q1 		$11.4M Buy
53,583
+6,861
+15% +$1.53M 0.06% 202
2025
Q4 		$8M Buy
+46,722
New +$7.27M 0.04% 222
2025
Q2 		$4.55M Buy
46,721
+3,922
+9% +$311K 0.03% 280
2025
Q1 		$3.11M Sell
42,799
-3,895
-8% -$307K 0.02% 290
2024
Q4 		$3.37M Buy
+46,694
New +$3.54M 0.03% 268
2024
Q3 		– Sell
-38,570
Closed -$4.11M – 1198
2024
Q2 		$4.11M Sell
38,570
-2,760
-7% -$265K 0.04% 199
2024
Q1 		$4.02M Buy
41,330
+9,240
+29% +$813K 0.05% 191
2023
Q4 		$2.51M Sell
32,090
-890
-3% -$60.7K 0.03% 229
2023
Q3 		$2.07M Sell
32,980
-2,075,390
-98% -$136M 0.03% 234
2023
Q2 		$2.05M Buy
2,108,370
+2,088,200
+10,353% +$118M 0.03% 236
2023
Q1 		$221K Buy
20,170
+6,140
+44% +$301K ﹤0.01% 557
2022
Q4 		$590K Buy
+14,030
New +$587K 0.01% 352
2022
Q3 		– Sell
-15,470
Closed -$659K – 503
2022
Q2 		$659K Buy
15,470
+2,030
+15% +$96.6K 0.01% 323
2022
Q1 		$722K Sell
13,440
-370
-3% -$21.5K 0.02% 308
2021
Q4 		$993K Buy
13,810
+1,070
+8% +$67.1K 0.02% 258
2021
Q3 		$725K Sell
12,740
-210
-2% -$12.8K 0.02% 274
2021
Q2 		$842K Sell
12,950
-980
-7% -$61.9K 0.02% 265
2021
Q1 		$829K Buy
13,930
+1,130
+9% +$61.6K 0.03% 252
2020
Q4 		$605K Buy
12,800
+4,280
+50% +$180K 0.02% 239
2020
Q3 		$283K Sell
8,520
-80
-0.9% -$2.76K 0.01% 297
2020
Q2 		$278K Sell
8,600
-20
-0.2% -$545 0.01% 316
2020
Q1 		$207K Sell
8,620
-1,270
-13% -$36.6K 0.01% 346
2019
Q4 		$289K Sell
9,890
-970
-9% -$25.8K 0.01% 334
2019
Q3 		$251K Sell
10,860
-200
-2% -$4.2K 0.01% 307
2019
Q2 		$208K Sell
11,060
-330
-3% -$6.26K 0.01% 293
2019
Q1 		$204K Buy
+11,390
New +$190K 0.02% 233

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

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

EP Wealth Advisors increased its Lam Research (LRCX) stake by 1.4% in Q2 2026, buying an estimated $224K and bringing the position to 54,320 shares worth $23.5M. The position accounts for 0.09% of the portfolio, ranked #158.

EP Wealth Advisors first reported a position in LRCX in Q1 2019 and has held it in 27 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • EP Wealth Advisors held 54,320 shares of Lam Research worth $23.5M as of Q2 2026.
  • EP Wealth Advisors bought 737 Lam Research shares in Q2 2026, an estimated $224K.
  • Lam Research made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • EP Wealth Advisors first reported a position in Lam Research in Q1 2019 and has held it in 27 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.