Focus Partners Wealth
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Focus Partners Wealth’s Lam Research LRCX Stock Holding History

Focus Partners Wealth’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 		$712M Sell
1,642,921
-882,768
-35% -$268M 0.73% 29
2026
Q1 		$542M Buy
2,525,689
+478,865
+23% +$107M 0.6% 35
2025
Q4 		$343M Buy
2,046,824
+1,597,187
+355% +$248M 0.39% 53
2025
Q3 		$60.2M Buy
449,637
+6,732
+2% +$713K 0.1% 187
2025
Q2 		$43.1M Buy
442,905
+762
+0.2% +$60.4K 0.09% 204
2025
Q1 		$32.1M Sell
442,143
-370,312
-46% -$29.2M 0.08% 237
2024
Q4 		$58.7M Buy
812,455
+539,095
+197% +$40.9M 0.15% 133
2024
Q3 		$22.3M Sell
273,360
-784,620
-74% -$68.2M 0.07% 273
2024
Q2 		$113M Buy
1,057,980
+552,540
+109% +$53M 0.38% 64
2024
Q1 		$49.1M Buy
505,440
+51,230
+11% +$4.51M 0.4% 58
2023
Q4 		$35.6M Buy
+454,210
New +$31M 0.47% 49

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

Focus Partners Wealth's LRCX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Lam Research (LRCX) stake by 35% in Q2 2026, selling an estimated $268M and leaving 1,642,921 shares worth $712M. The position accounts for 0.73% of the portfolio, ranked #29.

Focus Partners Wealth first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Focus Partners Wealth held 1,642,921 shares of Lam Research worth $712M as of Q2 2026.
  • Focus Partners Wealth sold 882,768 Lam Research shares in Q2 2026, an estimated $268M.
  • Lam Research made up 0.73% of Focus Partners Wealth's portfolio in Q2 2026, its #29 holding.
  • Focus Partners Wealth first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.