Evermay Wealth Management’s Lam Research LRCX Stock Holding History

Evermay Wealth Management’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	$1.61M	Buy	3,720 +179	+5%	+$54.3K	0.17%	57
2026 Q1	$757K	Sell	3,541 -33	-0.9%	-$7.38K	0.08%	102
2025 Q4	$612K	Sell	3,574 -58	-2%	-$9.02K	0.07%	114
2025 Q3	$487K	Hold	3,632	–	–	0.06%	126
2025 Q2	$354K	Buy	3,632 +1,292	+55%	+$102K	0.04%	148
2025 Q1	$170K	Hold	2,340	–	–	0.02%	204
2024 Q4	$169K	Hold	2,340	–	–	0.03%	206
2024 Q3	$191K	Hold	2,340	–	–	0.03%	202
2024 Q2	$249K	Hold	2,340	–	–	0.04%	175
2024 Q1	$228K	Sell	2,340 -10	-0.4%	-$880	0.03%	188
2023 Q4	$184K	Buy	2,350 +10	+0.4%	+$682	0.03%	187
2023 Q3	$147K	Buy	2,340 +180	+8%	+$11.8K	0.03%	196
2023 Q2	$139K	Hold	2,160	–	–	0.03%	211
2023 Q1	$115K	Buy	2,160 +320	+17%	+$15.7K	0.02%	223
2022 Q4	$77.5K	Hold	1,840	–	–	0.02%	254
2022 Q3	$68K	Hold	1,840	–	–	0.01%	254
2022 Q2	$79K	Sell	1,840 -300	-14%	-$14.3K	0.02%	236
2022 Q1	$115K	Hold	2,140	–	–	0.02%	243
2021 Q4	$154K	Buy	2,140 +1,090	+104%	+$68.3K	0.03%	189
2021 Q3	$60K	Hold	1,050	–	–	0.01%	249
2021 Q2	$68K	Buy	+1,050	New	+$66.3K	0.01%	252

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's LRCX Position: Q2 2026 in Review

Evermay Wealth Management increased its Lam Research (LRCX) stake by 5.1% in Q2 2026, buying an estimated $54.3K and bringing the position to 3,720 shares worth $1.61M. The position accounts for 0.17% of the portfolio, ranked #57.

Evermay Wealth Management first reported a position in LRCX in Q2 2021 and has held it in 21 quarters since. 3,132 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Evermay Wealth Management held 3,720 shares of Lam Research worth $1.61M as of Q2 2026.
Evermay Wealth Management bought 179 Lam Research shares in Q2 2026, an estimated $54.3K.
Lam Research made up 0.17% of Evermay Wealth Management's portfolio in Q2 2026, its #57 holding.
Evermay Wealth Management first reported a position in Lam Research in Q2 2021 and has held it in 21 quarters since.
3,132 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.