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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Lam Research LRCX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$133K Buy
307
+45
+17% +$13.7K 0.04% 216
2026
Q1 		$56.1K Sell
262
-212
-45% -$47.4K 0.02% 285
2025
Q4 		$81.2K Sell
474
-53
-10% -$8.24K 0.02% 252
2025
Q3 		$70.6K Hold
527
– – 0.02% 241
2025
Q2 		$51.3K Buy
527
+120
+29% +$9.52K 0.02% 265
2025
Q1 		$29.6K Sell
407
-38
-9% -$2.99K 0.01% 310
2024
Q4 		$32.2K Buy
+445
New +$33.8K 0.01% 301

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LRCX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Lam Research (LRCX) stake by 17% in Q2 2026, buying an estimated $13.7K and bringing the position to 307 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #216.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 1,951 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 307 shares of Lam Research worth $133K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 45 Lam Research shares in Q2 2026, an estimated $13.7K.
  • Lam Research made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #216 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.