Forteris Wealth Management’s Lam Research LRCX Stock Holding History

Forteris 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	$217K	Buy	+500	New	+$152K	0.18%	69

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Forteris Wealth Management opened a new position in Lam Research (LRCX) in Q2 2026: 500 shares worth $217K. The stake represents 0.18% of the portfolio and ranks #69 among its holdings.

1,951 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Forteris Wealth Management held 500 shares of Lam Research worth $217K as of Q2 2026.
Lam Research was a new Forteris Wealth Management position in Q2 2026.
Lam Research made up 0.18% of Forteris Wealth Management's portfolio in Q2 2026, its #69 holding.
1,951 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.