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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
2021
Q4 		– Sell
-6,000
Closed -$7K – 1050
2021
Q3 		$7K Buy
+6,000
New +$365K ﹤0.01% 660

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

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.