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Ethos Financial Group’s Lam Research LRCX Stock Holding History

Ethos 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 		$869K Buy
3,442
+1,973
+134% +$599K 0.06% 253
2026
Q1 		$314K Buy
1,469
+28
+2% +$6.26K 0.02% 398
2025
Q4 		$247K Buy
+1,441
New +$224K 0.02% 430
2025
Q1 		– Sell
-486
Closed -$35.6K – 478
2024
Q4 		$35.6K Buy
+486
New +$36.9K ﹤0.01% 353
2024
Q3 		– Sell
-1,950
Closed -$234K – 316
2024
Q2 		$234K Buy
+1,950
New +$187K 0.04% 237

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 $3.38T AUM 44.17% 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

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

Ethos Financial Group increased its Lam Research (LRCX) stake by 134% in Q2 2026, buying an estimated $599K and bringing the position to 3,442 shares worth $869K. The position accounts for 0.06% of the portfolio, ranked #253.

Ethos Financial Group first reported a position in LRCX in Q2 2024 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ethos Financial Group held 3,442 shares of Lam Research worth $869K as of Q2 2026.
  • Ethos Financial Group bought 1,973 Lam Research shares in Q2 2026, an estimated $599K.
  • Lam Research made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #253 holding.
  • Ethos Financial Group first reported a position in Lam Research in Q2 2024 and has held it in 5 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.