Exit Wealth Advisors’s Lam Research LRCX Stock Holding History

Exit 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	–	Sell	-8,197	Closed	-$1.75M	–	163
2026 Q1	$1.75M	Sell	8,197 -4,979	-38%	-$1.11M	0.9%	23
2025 Q4	$2.26M	Buy	+13,176	New	+$2.05M	1.33%	21

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

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

Exit Wealth Advisors sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 8,197 shares — an estimated $1.75M sold.

Exit Wealth Advisors first reported a position in LRCX in Q4 2025 and held it in 2 quarters. The position peaked at $2.26M in Q4 2025. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Exit Wealth Advisors reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
Exit Wealth Advisors sold 8,197 Lam Research shares in Q2 2026, an estimated $1.75M.
Exit Wealth Advisors first reported a position in Lam Research in Q4 2025 and held it in 2 quarters.
Exit Wealth Advisors's Lam Research position peaked at $2.26M in Q4 2025.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.