Focused Wealth Management’s Lam Research LRCX Stock Holding History

Focused 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	$235K	Buy	+543	New	+$165K	0.02%	214
2024 Q1	–	Sell	-380	Closed	-$29.8K	–	621
2023 Q4	$29.8K	Hold	380	–	–	﹤0.01%	379
2023 Q3	$23.8K	Hold	380	–	–	﹤0.01%	400
2023 Q2	$24.4K	Hold	380	–	–	﹤0.01%	408
2023 Q1	$20.1K	Sell	380 -20	-5%	-$981	﹤0.01%	441
2022 Q4	$16.8K	Buy	400 +20	+5%	+$837	﹤0.01%	452
2022 Q3	$14K	Buy	380 +240	+171%	+$10.7K	﹤0.01%	448
2022 Q2	$6K	Hold	140	–	–	﹤0.01%	586
2022 Q1	$8K	Hold	140	–	–	﹤0.01%	586
2021 Q4	$10K	Sell	140 -610	-81%	-$38.2K	﹤0.01%	588
2021 Q3	$43K	Hold	750	–	–	0.01%	404
2021 Q2	$49K	Buy	+750	New	+$47.3K	0.01%	376
2018 Q3	–	Sell	-750	Closed	-$13K	–	690
2018 Q2	$13K	Sell	750 -6,860	-90%	-$132K	﹤0.01%	413
2018 Q1	$155K	Hold	7,610	–	–	0.05%	202
2017 Q4	$140K	Buy	+7,610	New	+$150K	0.04%	195
2017 Q3	–	Sell	-12,610	Closed	-$178K	–	699
2017 Q2	$178K	Hold	12,610	–	–	0.07%	148
2017 Q1	$162K	Sell	12,610 -17,000	-57%	-$200K	0.06%	166
2016 Q4	$313K	Hold	29,610	–	–	0.13%	97
2016 Q3	$280K	Hold	29,610	–	–	0.12%	103
2016 Q2	$249K	Buy	+29,610	New	+$238K	0.11%	113

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

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

Focused Wealth Management opened a new position in Lam Research (LRCX) in Q2 2026: 543 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in LRCX as recently as Q4 2023.

Focused Wealth Management first reported a position in LRCX in Q2 2016 and has held it in 20 quarters since. The position peaked at $313K in Q4 2016. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Focused Wealth Management held 543 shares of Lam Research worth $235K as of Q2 2026.
Lam Research was a new Focused Wealth Management position in Q2 2026.
Lam Research made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #214 holding.
Focused Wealth Management first reported a position in Lam Research in Q2 2016 and has held it in 20 quarters since.
Focused Wealth Management's Lam Research position peaked at $313K in Q4 2016.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.