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EverSource Wealth Advisors’s Lam Research LRCX Stock Holding History

EverSource 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 		$3.81M Sell
8,794
-1,215
-12% -$369K 0.13% 143
2026
Q1 		$2.14M Buy
10,009
+1,252
+14% +$280K 0.07% 211
2025
Q4 		$1.5M Sell
8,757
-1,396
-14% -$217K 0.06% 248
2025
Q3 		$1.36M Buy
10,153
+1,703
+20% +$180K 0.05% 239
2025
Q2 		$823K Buy
8,450
+2,534
+43% +$201K 0.04% 323
2025
Q1 		$430K Buy
5,916
+1,685
+40% +$133K 0.02% 419
2024
Q4 		$306K Buy
4,231
+1,241
+42% +$94.1K 0.02% 499
2024
Q3 		$244K Sell
2,990
-810
-21% -$70.4K 0.02% 497
2024
Q2 		$350K Buy
3,800
+270
+8% +$25.9K 0.02% 394
2024
Q1 		$316K Buy
3,530
+460
+15% +$40.5K 0.02% 363
2023
Q4 		$241K Sell
3,070
-240
-7% -$16.4K 0.02% 388
2023
Q3 		$208K Buy
3,310
+420
+15% +$27.6K 0.02% 389
2023
Q2 		$186K Buy
2,890
+150
+5% +$8.46K 0.02% 411
2023
Q1 		$145K Buy
2,740
+60
+2% +$2.94K 0.02% 444
2022
Q4 		$113K Sell
2,680
-1,940
-42% -$81.2K 0.02% 470
2022
Q3 		$169K Buy
4,620
+2,330
+102% +$104K 0.04% 327
2022
Q2 		$98K Buy
2,290
+740
+48% +$35.2K 0.03% 380
2022
Q1 		$83K Buy
1,550
+750
+94% +$43.7K 0.02% 367
2021
Q4 		$58K Buy
+800
New +$50.1K 0.02% 399

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

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

EverSource Wealth Advisors reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $369K and leaving 8,794 shares worth $3.81M. The position accounts for 0.13% of the portfolio, ranked #143.

EverSource Wealth Advisors first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • EverSource Wealth Advisors held 8,794 shares of Lam Research worth $3.81M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,215 Lam Research shares in Q2 2026, an estimated $369K.
  • Lam Research made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • EverSource Wealth Advisors first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.